Catalyst Financial NW provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Catalyst Financial NW reports 1,068 clients. They include 894 individual clients, 160 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 88.1% ($206M across 1,054 accounts) are managed with discretion; $27.7M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 36% |
| High-net-worth individuals | 15% | 52% |
| Pension and profit-sharing plans | 1% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 894 | $83.5M | 35.8% | $93.4K |
| High-net-worth individuals | 160 | $122M | 52.4% | $764K |
| Pension and profit-sharing plans | 14 | $27.7M | 11.9% | $1.98M |
| Total | 1,068 | $233M | 100% | $219K |
- Clients
- 894
- Regulatory AUM
- $83.5M
- AUM share
- 35.8%
- Avg. per client
- $93.4K
- Clients
- 160
- Regulatory AUM
- $122M
- AUM share
- 52.4%
- Avg. per client
- $764K
- Clients
- 14
- Regulatory AUM
- $27.7M
- AUM share
- 11.9%
- Avg. per client
- $1.98M
Total
- Clients
- 1,068
- Regulatory AUM
- $233M
- AUM share
- 100%
- Avg. per client
- $219K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Catalyst Financial NW charges 0.50%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting Services
- Pension consulting fees are negotiated with the plan sponsor or named fiduciary case by case.
David Rasmussen owns 50% to 75% of Catalyst Financial NW. The leadership team of Catalyst Financial NW includes President Aaron Muhs. It has 4 employees, 2 of them in advisory roles.
Leadership
- Aaron MuhsPresident/Chief Compliance Officer
- David RasmussenShareholder
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Catalyst Financial NW Corporation
David Rasmussen
Control person · since July 2013
- Owns 50% to 75% of Catalyst Financial NW Corporation
Aaron Muhs
Control person · since July 2013
Catalyst Financial NW’s regulatory assets grew 1.9× from $126M (January 2021) to $233M (February 2026); clients were 1,068 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $233M | 1,068 | 4 | 1 |
| February 2025 | $185M | 1,039 | 4 | 1 |
| April 2024 | $156M | 1,099 | 5 | 1 |
| May 2023 | $129M | 1,108 | 5 | 1 |
| April 2022 | $142M | 1,101 | 5 | 1 |
| January 2021 | $126M | 1,059 | 5 | 1 |
Besides its headquarters, Catalyst Financial NW has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 1733 E. Powell BLVD., Suite 104, GreshamHQ
Contact and registration details
- Legal name
- Catalyst Financial NW Corporation
- Headquarters
- 1733 E. Powell BLVD., Suite 104, Gresham, OR 97030
- Website
- catalyst-nw.com
- Phone
- 503-661-9010
- SEC file
- 801-113923
- Structure
- Oregon corporation
- Fiscal year end
- December
Catalyst Financial NW uses Charles Schwab ($206M) as custodian for its separately managed accounts. Catalyst Financial NW does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $206M100%
At year end, Catalyst Financial NW’s separately managed accounts were mostly in funds (89%) and cash (11%).
What the accounts hold
- Funds89%
- Cash11%
How many clients does Catalyst Financial NW have?
Catalyst Financial NW has 1,068 clients and manages $233 million for them, as of February 2026. They include 894 individual clients, 160 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does Catalyst Financial NW offer?
Catalyst Financial NW provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Catalyst Financial NW charge?
Catalyst Financial NW charges 0.50%–1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: CATALYST FINANCIAL NW CORPORATION FORM ADV BROCHURE, filed 4 February 2026
Which custodians does Catalyst Financial NW use?
Catalyst Financial NW’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $206M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026
How many financial advisors does Catalyst Financial NW have?
Catalyst Financial NW has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Catalyst Financial NW invest in?
At the end of its last fiscal year, Catalyst Financial NW’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs) and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Catalyst Financial NW?
Catalyst Financial NW’s direct owners are David Rasmussen (50% to 75%) and Aaron Muhs (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does Catalyst Financial NW get paid?
Catalyst Financial NW is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Catalyst Financial NW?
Catalyst Financial NW’s main office is at 1733 E. Powell BLVD., Suite 104, Gresham, OR 97030. Its phone number is 503-661-9010. Its website is catalyst-nw.com.