Catalyst Private Wealth, Llc
- Regulatory AUM
- $370M
- Discretionary
- $360M
- Clients
- 524
- Avg AUM / client
- $707K
- Accounts
- 524
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Investments (13F portfolio — 76 positions, $184,618,240)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $28,191,509 | 43,158 | 15.3% | 7.61% |
| 2 | Ishares Tr | CORE S&P TTL STK | $24,042,451 | 168,802 | 13.0% | 6.49% |
| 3 | Ssga Active Tr | SST BRIDGEWATER | $16,525,594 | 572,811 | 8.95% | 4.46% |
| 4 | Ishares Tr | CORE MSCI TOTAL | $8,626,705 | 99,570 | 4.67% | 2.33% |
| 5 | Atlassian Corporation | CL A | $7,246,785 | 106,180 | 3.93% | 1.96% |
| 6 | Vanguard Star Fds | VG TL INTL STK F | $6,195,641 | 80,348 | 3.36% | 1.67% |
| 7 | Affirm Hldgs Inc | COM CL A | $5,722,781 | 124,897 | 3.1% | 1.54% |
| 8 | Vanguard Index Fds | VALUE ETF | $5,280,723 | 26,915 | 2.86% | 1.43% |
| 9 | Doordash Inc | CL A | $5,178,974 | 34,492 | 2.81% | 1.4% |
| 10 | State Str Spdr S&P 500 Etf T | TR UNIT | $4,706,511 | 7,237 | 2.55% | 1.27% |
| 11 | Vanguard Index Fds | GROWTH ETF | $4,564,039 | 10,449 | 2.47% | 1.23% |
| 12 | Meta Platforms Inc | CL A | $4,536,991 | 7,930 | 2.46% | 1.22% |
| 13 | Spdr Series Trust | STATE STREET SPD | $3,787,915 | 49,489 | 2.05% | 1.02% |
| 14 | Ishares Tr | MSCI ACWI ETF | $3,465,200 | 25,043 | 1.88% | 0.94% |
| 15 | Ishares Tr | CORE S&P US VLU | $3,300,630 | 32,280 | 1.79% | 0.89% |
| 16 | Samsara Inc | COM CL A | $3,270,218 | 103,194 | 1.77% | 0.88% |
| 17 | Apple Inc | COM | $3,262,467 | 12,855 | 1.77% | 0.88% |
| 18 | Dimensional Etf Trust | US CORE EQT MKT | $3,172,252 | 70,307 | 1.72% | 0.86% |
| 19 | Palantir Technologies Inc | CL A | $2,396,359 | 16,382 | 1.3% | 0.65% |
| 20 | Microsoft Corp | COM | $2,119,408 | 5,725 | 1.15% | 0.57% |
| 21 | Amazon Com Inc | COM | $2,036,048 | 9,776 | 1.1% | 0.55% |
| 22 | Nvidia Corporation | COM | $2,014,278 | 11,550 | 1.09% | 0.54% |
| 23 | Vanguard Index Fds | TOTAL STK MKT | $1,854,721 | 5,781 | 1.0% | 0.5% |
| 24 | Vanguard Scottsdale Fds | LONG TERM TREAS | $1,825,221 | 32,973 | 0.99% | 0.49% |
| 25 | Alphabet Inc | CAP STK CL C | $1,528,911 | 5,330 | 0.83% | 0.41% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 111 | $13.2M | 3.58% |
| High net worth individuals | 410 | $357M | 96.3% |
| Charitable organizations | 2 | $318K | 0.09% |
| Corporations and other businesses | 1 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Diarmuid Connaughton | Chief Executive Officer | Oct 2019 (7y) | 25% – 50% | |
| Bryan David Wilson | Advisor | Oct 2019 (7y) | 10% – 25% | |
| John Brenton Dodd | Chief Investment Officer | Oct 2019 (7y) | 10% – 25% | |
| Mitchell Lawrence Sands | Advisor | Oct 2019 (7y) | 10% – 25% | |
| Eldridge, Michelle, Lea | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Tamaki Nakamura Kern | Registered representative | CFP | Mar 2023 (3y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $349M (94% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗