Catalyst Private Wealth, LLC

CRD 305565 · San Mateo, CA · $370.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305565
SEC number: 801-117383
Firm type: RIA
Assets under management: $370.4M as of Jun 17, 2026
Website: catalystprivatewealth.com ↗
Phone: 415-887-1430
Address: 3 East Third Ave., San Mateo, CA, 94401

Advisors at this firm

5 in our index · page 1 of 1

Brendan Diarmuid ConnaughtonCRD 1602941 · San Mateo, CA

IA Registered
John Brenton DoddCRD 6108349 · San Mateo, CA

IA Registered
Tamaki Nakamura KernCRD 6642743 · San Francisco, CA

IA RegisteredRegistration inactive
Mitchell Lawrence SandsCRD 6387248 · Walnut Creek, CA

IA RegisteredBroker
Bryan David WilsonCRD 6617178 · San Mateo, CA

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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