Data / Investment advisers / California / Catalyst Private Wealth, LLC
Catalyst Private Wealth, LLC, San Mateo, CA: $370 million AUM, SEC registered investment adviser
Catalyst Private Wealth, LLC is an SEC registered investment adviser with its main office in San Mateo, California and reports $370 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 305565
- SEC file number
- 801-117383
- SEC status
- Approved, effective September 20, 2019
- Main office
- 3 East Third Ave. Office 323, San Mateo, CA 94401
- Phone
- (415) 887-1430
- Website
- catalystprivatewealth.com
- Regulatory AUM
- $370,426,802 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $359,578,902
- Non discretionary AUM
- $10,847,900
- Accounts
- 524
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 410 | $356.9 million |
| Individuals (other than high net worth individuals) | 111 | $13.2 million |
| Charitable organizations | 2 | $317,501 |
| Corporations or other businesses | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $370.4 million | March 27, 2026 |
| December 1, 2025 | $330.6 million | March 31, 2025 |
Other advisers in San Mateo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vantage Wealth Management, LLC | San Mateo | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Newfront Retirement Services, Inc. | San Mateo | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Tda Investment Group | San Mateo | $969.3 million | 1 | adviserinfo.sec.gov |
| Brickley Wealth Management | San Mateo | $950.1 million | Not listed | adviserinfo.sec.gov |
| Eso Management Services LLC | San Mateo | $410.6 million | 5 | adviserinfo.sec.gov |
| Fall Line Capital, LLC | San Mateo | $332.5 million | 4 | adviserinfo.sec.gov |
| Emerson Equity LLC | San Mateo | $321.7 million | Not listed | adviserinfo.sec.gov |
| Savant Partners, LLC | San Mateo | $309.5 million | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Mateo, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Catalyst Private Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.