# Catalyst Private Wealth

Catalyst Private Wealth is a Bank / Wealth / Trust based in San Mateo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** catalystprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/catalyst-private-wealth

## Regulatory record

- **CRD number:** 305565
- **SEC file number:** 801-117383
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305565

## About

Catalyst Private Wealth was established in 2018 as a wealth manager and registered investment adviser. The firm is based in San Francisco, California, and provides portfolio management, financial planning and investment management services. No asset-class allocations, portfolio holdings or geographic deployment details appear in available records. The firm states that it advises institutional investors, individuals and high net worth clients. Team size, additional offices and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded.

## Related profiles

- [Catalyst Principal Partners](https://altss.com/profile/catalyst-principal-partners)
- [Catalyst Romania](https://altss.com/profile/catalyst-romania)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/catalyst-private-wealth

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