Data / Investment advisers / Texas / Catalyst Wealth Management LLC
Catalyst Wealth Management LLC, Houston, TX: $105 million AUM, SEC registered investment adviser
Catalyst Wealth Management LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $105 million in regulatory assets under management in its Form ADV filed October 5, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 329586
- SEC file number
- 801-129834
- SEC status
- Approved, effective April 4, 2024
- Main office
- 1880 S Dairy Ashford Road Ste 300, Houston, TX 77077
- Phone
- (832) 657-7735
- Website
- catalystfg.com
- Regulatory AUM
- $105,000,766 in the Form ADV filed October 5, 2026
- Non discretionary AUM
- $105,000,766
- Accounts
- 9,549
- Employees
- 32, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 13
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 5, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 9,544 | $97.4 million |
| High net worth individuals | 5 | $7.6 million |
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 |
|---|---|---|
| March 2, 2026 | $105 million | February 26, 2026 |
| December 1, 2025 | $47.7 million | November 18, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integrity Road Wealth Partners LLC | Houston | $126 million | Not listed | adviserinfo.sec.gov |
| Emergent Capital Advisors, LLC | Houston | $124.1 million | 1 | adviserinfo.sec.gov |
| Integra Wealth Advisors, LLC | Houston | $117.3 million | Not listed | adviserinfo.sec.gov |
| Third Gear Capital Management LP | Houston | $115.7 million | 1 | adviserinfo.sec.gov |
| Finamex Asset Management, LLC | Houston | $113.9 million | Not listed | adviserinfo.sec.gov |
| CAZ GP Stakes Adviser LLC | Houston | $99 million | Not listed | adviserinfo.sec.gov |
| Burke Wealth Management, LLC | Houston | $95.2 million | Not listed | adviserinfo.sec.gov |
| Mercury Fund | Houston | Not listed | 45 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Catalyst Wealth Management 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.