CATALYST WEALTH MANAGEMENT

other names
  • CATALYST WEALTH MANAGEMENT
  • SCHMIDT ADVISORY SERVICES, INC.
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Adviser Profile
As of Date 05/02/2025
Adviser Type
Number of Employees 1 -50.00%
of those in investment advisory functions 1
Registration Florida, Approved, 10/31/2024
Other registrations (4)
Former registrations

SCHMIDT ADVISORY SERVICES, INC.

AUM* 70,712,828 -1.39%
of that, discretionary 4,399,158 -93.87%
Private Fund GAV* 24,135,000 348.61%
Avg Account Size 1,122,426 -57.74%
% High Net Worth 55.07% -32.41%
SMA’s No
Private Funds 2
Contact Info 773 xxxxxxx
Websites

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$23,755,000
Fund TypePrivate Equity Fund Count1 GAV$380,000