Catalyst Wealth Management Llc
- Regulatory AUM
- $105M
- Discretionary
- $0
- Clients
- 9,549
- Avg AUM / client
- $11.0K
- Accounts
- 9,549
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9,544 | $97.4M | 92.8% |
| High net worth individuals | 5 | $7.6M | 7.22% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cameron Thomas Elafros | Managing Partner | Nov 2023 (3y) | ≈ 37.5% – 75% via Ploutos Holdings, Llc | |
| Riley Harris Feldman | Managing Partner | Nov 2023 (3y) | ≈ 37.5% – 75% via Ploutos Holdings, Llc | |
| Brandon Jake Blankenship | Registered representative | Apr 2024 (2y) | ||
| Brendan Michael Riley | Registered representative | Apr 2024 (2y) | ||
| Coleman Crawford Davis | Registered representative | Apr 2024 (2y) | ||
| Daniel Joseph Weatherton | Registered representative | Apr 2024 (2y) | ||
| Justin Joyce | Registered representative | Apr 2024 (2y) | ||
| Quan Dat Anh Nguyen | Registered representative | Apr 2024 (2y) | ||
| Rayce Nunley | Registered representative | Apr 2024 (2y) | ||
| Zachery Roth | Registered representative | Apr 2024 (2y) | ||
| Garrett Travis John Ronning | Registered representative | Apr 2024 (2y) | ||
| Samuel James Bargainer | Registered representative | May 2024 (2y) | ||
| Austin Daniel Rodriguez | Registered representative | Aug 2024 (2y) | ||
| Ericka Jones | Registered representative | Sep 2024 (2y) | ||
| Blake Paul Thompson | Registered representative | Jan 2026 (1y) | ||
| John Robert Blackburn | Registered representative | Jan 2026 (1y) | ||
| Eric Noel Ortiz | Registered representative | Feb 2026 (0y) | ||
| Jonathan Peter Onslow | Registered representative | Feb 2026 (0y) | ||
| Nathan David Messier | Registered representative | Mar 2026 (0y) | ||
| Benjamin Wade Presley | Registered representative | Apr 2026 (0y) | ||
| Sunkee Wong | Registered representative | Apr 2026 (0y) | ||
| Devin Lane Styles | Registered representative | May 2026 (0y) | ||
| Will Allen Leckrone | Registered representative | May 2026 (0y) | ||
| Keaton Miles Pletcher | Registered representative | May 2026 (0y) | ||
| Harrison Robert Mansfield | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ploutos Holdings, Llc | Owner | Nov 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cameron Thomas Elafros: 50% – 75% of Ploutos Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Riley Harris Feldman: 50% – 75% of Ploutos Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 06/11/2026 | 935 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
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Matrix Trust Company $56.9M (54% of AUM) Jun 2026
- Fidelity Brokerage Services $30.2M (29% of AUM) Jun 2026
- Security Benefit Life Insurance Company $11.3M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗