Assets Under Management
$47.7M
Number of Clients
6,373
Number of Advisors
14
Average Client AUM
$7K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)
Catalyst Wealth Management LLC (CWML) offers ongoing portfolio management services based on individual client goals and risk tolerance, primarily using Turnkey Asset Management Programs (TAMPs). CWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non -U.S. securities.
1880 S Dairy Ashford Road, Ste 300, Houston, TX, 77077