CATALYST WEALTH MANAGEMENT
- CATALYST WEALTH MANAGEMENT
- SCHMIDT ADVISORY SERVICES, INC.
Adviser Profile
| As of Date | 02/25/2026 |
| Registration status | Terminated |
| ADV Location | DEERFIELD, IL, United States |
| Contact Info | 773 xxxxxxx |
| Websites |
| AUM* | 70,712,828 |
| of that, discretionary | 4,399,158 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,122,426 |
| % High Net Worth | 55.07% |
| SMA’s | No |
| Private Funds | 0 2 |
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions