Catalyst Wealth Management provides portfolio management for individuals and small businesses.
Catalyst Wealth Management reports 9,549 clients. They include 9,544 individual clients and 5 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $105M across 9,549 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 93% |
| High-net-worth individuals | <1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9,544 | $97.4M | 92.8% | $10.2K |
| High-net-worth individuals | 5 | $7.58M | 7.2% | $1.52M |
| Total | 9,549 | $105M | 100% | $11K |
- Clients
- 9,544
- Regulatory AUM
- $97.4M
- AUM share
- 92.8%
- Avg. per client
- $10.2K
- Clients
- 5
- Regulatory AUM
- $7.58M
- AUM share
- 7.2%
- Avg. per client
- $1.52M
Total
- Clients
- 9,549
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $11K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Catalyst Wealth Management charges up to 2.04% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- 401(k) plan services
- 401(k) plan services are a total program fee on plan assets, per year; the firm portion never exceeds 2.04% and is generally negotiable.
Ploutos Holdings, LLC owns 75% or more of Catalyst Wealth Management and is in turn owned by Cameron Elafros (50–75%) and Riley Feldman (50–75%). The leadership team of Catalyst Wealth Management includes Chief Compliance Officer Cameron Elafros. It has 31 employees, 25 of them in advisory roles.
Staff
- 31 employees
- 25 in advisory functions
- 25 state-registered reps
- 25 broker-dealer reps
- 25 insurance agents
- 1 soliciting firm
- Owns 75% or more of Catalyst Wealth Management LLC
Ploutos Holdings, LLC
Control person · since November 2023
- Owns 50% to 75% of Ploutos Holdings, LLC
Cameron Elafros
Control person · since November 2023
- Owns 50% to 75% of Ploutos Holdings, LLC
Riley Feldman
Control person · since November 2023
Catalyst Wealth Management’s regulatory assets grew 5.1× from $20.6M (July 2024) to $105M (September 2026); clients rose from 3,047 to 9,549 and employees from 17 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $105M | 9,549 | 31 | 14 |
| Jul 2025July 2025 | $47.7M | 6,373 | 14 | 14 |
| Jul 2024July 2024 | $20.6M | 3,047 | 17 | 17 |
Besides its headquarters, Catalyst Wealth Management has 13 offices (13 private residences, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 1880 S Dairy Ashford Road, Ste 300, HoustonHQ
Contact and registration details
- Legal name
- Catalyst Wealth Management LLC
- Headquarters
- 1880 S Dairy Ashford Road, Ste 300, Houston, TX 77077
- Website
- catalystfg.com
- Phone
- 832-657-7735
- SEC file
- 801-129834
- Structure
- Texas LLC
- Fiscal year end
- December
Catalyst Wealth Management’s named custodians for separately managed accounts are Matrix Trust ($56.9M, 58%), Fidelity ($30.2M, 31%) and Security Benefit Life Insurance ($11.3M, 12%). Catalyst Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $30.2M31%
- Matrix TrustMatrix Trust Company · Phoenix, AZ · $56.9M58%
- Security Benefit Life InsuranceSecurity Benefit Life Insurance Company · Topeka, KS · $11.3M12%
At year end, Catalyst Wealth Management’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks1%
- Funds98%
- Cash1%
How many clients does Catalyst Wealth Management have?
Catalyst Wealth Management has 9,549 clients and manages $105 million for them, as of September 2026. They include 9,544 individual clients and 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Catalyst Wealth Management offer?
Catalyst Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Catalyst Wealth Management charge?
Catalyst Wealth Management charges up to 2.04% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - CATALYST WEALTH MANAGEMENT LLC, filed 15 May 2026
Which custodians does Catalyst Wealth Management use?
Catalyst Wealth Management’s separately managed account assets are held at Matrix Trust Company (Phoenix, AZ), with $56.9M, Fidelity Brokerage Services LLC (Smithfield, RI), with $30.2M and Security Benefit Life Insurance Company (Topeka, KS), with $11.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Catalyst Wealth Management have?
Catalyst Wealth Management has 25 investment adviser representatives registered with state securities authorities, out of 31 employees, and 25 perform investment advisory functions. 25 employees are registered representatives of a broker-dealer and 25 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 Wealth Management invest in?
At the end of its last fiscal year, Catalyst Wealth Management’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% 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 Wealth Management?
Catalyst Wealth Management is owned through a holding company by Cameron Elafros and Riley Feldman. Its direct owner is Ploutos Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Catalyst Wealth Management get paid?
Catalyst Wealth Management 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 Wealth Management?
Catalyst Wealth Management’s main office is at 1880 S Dairy Ashford Road, Ste 300, Houston, TX 77077. Its phone number is 832-657-7735. Its website is catalystfg.com.
