{"url":"https://nivawealth.com/firms/catalyst-wealth-management-329586","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329586","regulatoryAum":105000766,"crd":"329586","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7907693","suffix":null,"lastName":"Bargainer","firstName":"Samuel","middleName":"James"},{"crd":"7709725","suffix":null,"lastName":"BLANKENSHIP","firstName":"BRANDON","middleName":"JAKE"},{"crd":"7410905","suffix":null,"lastName":"DAVIS","firstName":"COLEMAN","middleName":"CRAWFORD"},{"crd":"8202799","suffix":null,"lastName":"Dixon","firstName":"Dezmond","middleName":"Michael-Lewis"},{"crd":"6746655","suffix":null,"lastName":"ELAFROS","firstName":"CAMERON","middleName":"THOMAS"},{"crd":"6462822","suffix":null,"lastName":"FELDMAN","firstName":"RILEY","middleName":"Harris"},{"crd":"8265373","suffix":null,"lastName":"Illanes","firstName":"Daniel","middleName":"Camilo"},{"crd":"7153237","suffix":null,"lastName":"JONES","firstName":"ERICKA","middleName":null},{"crd":"7755908","suffix":null,"lastName":"JOYCE","firstName":"JUSTIN","middleName":null},{"crd":"8193866","suffix":null,"lastName":"Leckrone","firstName":"Will","middleName":"Allen"},{"crd":"8227724","suffix":null,"lastName":"Mansfield","firstName":"Harrison","middleName":"Robert"},{"crd":"8199284","suffix":null,"lastName":"Messier","firstName":"Nathan","middleName":"David"},{"crd":"7350680","suffix":null,"lastName":"NGUYEN","firstName":"QUAN","middleName":"Dat Anh"},{"crd":"7254818","suffix":null,"lastName":"NUNLEY","firstName":"RAYCE","middleName":null},{"crd":"8043748","suffix":null,"lastName":"Ortiz","firstName":"Eric","middleName":"Noel"},{"crd":"8210283","suffix":null,"lastName":"Pletcher","firstName":"Keaton","middleName":"Miles"},{"crd":"8132660","suffix":null,"lastName":"Presley","firstName":"Benjamin","middleName":"Wade"},{"crd":"7679745","suffix":null,"lastName":"RILEY","firstName":"BRENDAN","middleName":"MICHAEL"},{"crd":"7875557","suffix":null,"lastName":"Rodriguez","firstName":"Austin","middleName":"Daniel"},{"crd":"7433325","suffix":null,"lastName":"RONNING","firstName":"GARRETT","middleName":"TRAVIS JOHN"},{"crd":"7651724","suffix":null,"lastName":"Roth","firstName":"Zachery","middleName":null},{"crd":"8222378","suffix":null,"lastName":"Styles","firstName":"Devin","middleName":"Lane"},{"crd":"7767748","suffix":null,"lastName":"WEATHERTON","firstName":"DANIEL","middleName":"JOSEPH"},{"crd":"8201886","suffix":null,"lastName":"Wong","firstName":"Sunkee","middleName":null}],"total":24,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-22","regulatoryAum":20564000,"clients":3047,"employees":17,"offices":17},{"filedOn":"2025-07-16","regulatoryAum":47712891,"clients":6373,"employees":14,"offices":14},{"filedOn":"2026-09-16","regulatoryAum":105000766,"clients":9549,"employees":31,"offices":14}],"secFileNumber":"801-129834","legalName":"Catalyst Wealth Management  LLC","displayName":"Catalyst Wealth Management","slug":"catalyst-wealth-management-329586","website":"https://catalystfg.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/catalyst-financial-group-llc-houston/","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1880 S Dairy Ashford Road, Ste 300","city":"Houston","state":"TX","stateName":"Texas","country":"United States","postalCode":"77077"},"tradeNames":[],"registration":{"secApproved":"4 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":10995.99602052571,"staff":{"employees":31,"advisory":25,"brokerDealerReps":25,"insuranceAgents":25,"promoters":1},"aum":{"regulatory":105000766,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":105000766,"nonDiscretionaryAccounts":9549,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":9544,"regulatoryAum":97417328},{"label":"High-net-worth individuals","clients":5,"regulatoryAum":7583438}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045205","versionId":1045205,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-15","documentName":"FORM ADV PART 2A - CATALYST WEALTH MANAGEMENT LLC","fee_rate_low":null,"fee_rate_high":2.04,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"401(k) plan services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045205","versionId":1045205,"submittedOn":"2026-05-15","documentName":"FORM ADV PART 2A - CATALYST WEALTH MANAGEMENT LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:39:54.685411+00:00","documents":[{"name":"FORM ADV PART 2A - CATALYST WEALTH MANAGEMENT LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045205","versionId":1045205,"submittedOn":"2026-05-15"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":30175063},{"name":"Matrix Trust Company","shortName":"Matrix Trust","location":"Phoenix, AZ","smaAssets":56874816},{"name":"Security Benefit Life Insurance Company","shortName":"Security Benefit Life Insurance","location":"Topeka, KS","smaAssets":11325734}],"custodyNote":"Catalyst Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Cameron Elafros","title":"Chief Compliance Officer","crd":"6746655"}],"ownership":[{"label":"Ploutos Holdings, LLC","detail":"Owner in the 75% or more ownership band and a control person, since November 2023."},{"label":"Cameron Elafros","detail":"Indirect owner: a managing partner of Ploutos Holdings, LLC in the 50% to 75% band and a control person, since November 2023.","parent":"Ploutos Holdings, LLC"},{"label":"Riley Feldman","detail":"Indirect owner: a managing partner of Ploutos Holdings, LLC in the 50% to 75% band and a control person, since November 2023.","parent":"Ploutos Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":13,"privateResidences":13},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"1880 S Dairy Ashford Road, Ste 300","city":"Houston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"832-657-7735","stateRegisteredReps":25,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":98},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/329586/PDF/329586.pdf","brochureDate":"15 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045205","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Catalyst Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Catalyst Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Catalyst Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Catalyst Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Catalyst Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Catalyst Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Catalyst Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Catalyst Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Catalyst Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}