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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CATALYST WEALTH MANAGEMENT LLC

CRD 329586

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ac02e777-3d07-873f-89f6-d43b76a4fbab

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 11
On other graphs: 0
Observed: Mar 5, 2024 to Sep 16, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=25.0
Regulatory AUM: $105MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $105MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 24
RAUM per advisor: $4.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 31
Advisory employees: 25
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 9,549
Individual clients: 9,544
High net worth clients: 5
SEC number: 801-129834
CRD: 329586
Filings on the tape: 29
First filed: Mar 5, 2024
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, TX
Website: catalystfg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CAMERON THOMAS ELAFROS	n/a	HOUSTON, TX	2	12	2	yes
RILEY Harris FELDMAN	n/a	HOUSTON, TX \| MISSOURI CITY, TX	2	11	2	yes
RAYCE NUNLEY	n/a	HOUSTON, TX \| CONROE, TX	2	12	2	yes
QUAN Dat Anh NGUYEN	n/a	McKinney, TX \| HOUSTON, TX	2	14	1	yes
COLEMAN CRAWFORD DAVIS	n/a	HOUSTON, TX	2	11	1	yes
Zachery Roth	n/a	HOUSTON, TX \| Katy, TX	2	12	1	yes
BRENDAN MICHAEL RILEY	n/a	Houston, TX \| HOUSTON, TX	2	10	1	yes
BRANDON JAKE BLANKENSHIP	n/a	HOUSTON, TX \| Cypress, TX	2	20	1	yes
JUSTIN JOYCE	n/a	HOUSTON, TX \| Houston, TX	2	13	1	yes
DANIEL JOSEPH WEATHERTON	n/a	Houston, TX \| HOUSTON, TX	2	11	1	yes
GARRETT TRAVIS JOHN RONNING	n/a	Santa Fe, TX \| HOUSTON, TX	2	11	1	yes
Samuel James Bargainer	n/a	Houston, TX \| HOUSTON, TX	2	12	n/a	yes
Austin Daniel Rodriguez	n/a	HOUSTON, TX \| Houston, TX	2	10	n/a	yes
ERICKA JONES	n/a	HOUSTON, TX \| Houston, TX	2	12	n/a	yes
Blake Paul Thompson	n/a	HOUSTON, TX	0	12	n/a	yes
Eric Noel Ortiz	n/a	HOUSTON, TX	0	10	n/a	yes
Nathan David Messier	n/a	HOUSTON, TX	0	11	n/a	yes
Benjamin Wade Presley	n/a	HOUSTON, TX	0	10	n/a	yes
Sunkee Wong	n/a	HOUSTON, TX	0	13	n/a	yes
Will Allen Leckrone	n/a	HOUSTON, TX	0	12	n/a	yes
Devin Lane Styles	n/a	HOUSTON, TX	0	10	n/a	no
Keaton Miles Pletcher	n/a	HOUSTON, TX	0	10	n/a	yes
Harrison Robert Mansfield	n/a	HOUSTON, TX	0	11	n/a	yes
Daniel Camilo Illanes	n/a	HOUSTON, TX	0	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELAFROS, CAMERON, THOMAS	MANAGING PARTNER	D	yes	11/2023	Mar 5, 2024	Dec 24, 2024
ELAFROS, CAMERON, THOMAS	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Mar 5, 2024	Dec 24, 2024
FELDMAN, RILEY, HARRIS	MANAGING PARTNER	D	yes	11/2023	Mar 5, 2024	Dec 24, 2024
PLOUTOS HOLDINGS, LLC	Owner	E	yes	11/2023	Mar 5, 2024	Dec 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$105M	$0	22	22	13	n/a	n/a
2024	Apr 29, 2025	$47.7M	$0	14	14	13	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	12.5%	0	1	0	13	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$105M	$47.7M	120.1%	n/a	n/a	31	14	13	13

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GWN SECURITIES INC.	8	Apr 16, 2024	Apr 23, 2024	PALM BEACH GARDENS, FL	Team lift out	Ibd to new firm	1.9%
GWN SECURITIES INC.	5	Apr 16, 2024	Apr 19, 2024	HOUSTON, TX	Team lift out	Ibd to new firm	1.2%

Relationships

Registered with (30)

← Daniel Camilo IllanesAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Harrison Robert MansfieldAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Keaton Miles PletcherAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Will Allen LeckroneAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← Devin Lane StylesAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← Benjamin Wade PresleyAdvisorregistration: current employment
Apr 8, 2026 to presentfactForm ADV
← Sunkee WongAdvisorregistration: current employment
Apr 8, 2026 to presentfactForm ADV
← Nathan David MessierAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
← Eric Noel OrtizAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← Blake Paul ThompsonAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← ERICKA JONESAdvisorregistration: current employment
Sep 14, 2024 to presentfactForm ADV
← Austin Daniel RodriguezAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← Samuel James BargainerAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV
← GARRETT TRAVIS JOHN RONNINGAdvisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← RILEY Harris FELDMANAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← RAYCE NUNLEYAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← QUAN Dat Anh NGUYENAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← COLEMAN CRAWFORD DAVISAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← Zachery RothAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← BRENDAN MICHAEL RILEYAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← BRANDON JAKE BLANKENSHIPAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← JUSTIN JOYCEAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← DANIEL JOSEPH WEATHERTONAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← CAMERON THOMAS ELAFROSAdvisorregistration: current employment
Apr 18, 2024 to presentfactForm ADV
← John Robert BlackburnAdvisorregistration: previous registration
Jan 20, 2026 to Jul 23, 2026factForm ADV
← Ethan David CobbAdvisorregistration: previous registration
Mar 1, 2026 to May 26, 2026factForm ADV
← Nicholas Joseph VenturaAdvisorregistration: previous registration
Feb 20, 2026 to Mar 27, 2026factForm ADV
← Theodore Joseph HaggertyAdvisorregistration: previous registration
May 31, 2024 to Nov 21, 2024factForm ADV
← MICHAEL D. NGUYENAdvisorregistration: previous registration
Apr 19, 2024 to Nov 19, 2024factForm ADV
← KOROSH ATAEIAdvisorregistration: previous registration
Apr 19, 2024 to Nov 14, 2024factForm ADV

Controls (3)

← FELDMAN, RILEY, HARRISOwnerMANAGING PARTNER, ownership code D, individual
Mar 5, 2024 to Dec 24, 2024factForm ADV
← ELAFROS, CAMERON, THOMASOwnerMANAGING PARTNER, ownership code D, individual
Mar 5, 2024 to Dec 24, 2024factForm ADV
← PLOUTOS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 5, 2024 to Dec 24, 2024factForm ADV

Moved with (1)

← GWN SECURITIES INC.Registered adviser7 advisors, team lift out
Apr 16, 2024 to Apr 23, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 23, 2026
Advisor changed firm
John Robert Blackburn left Catalyst Wealth Management Llc for Mckinney Capital Management (registered 2026-08-06)
Form ADVobserved 4 days ago
Occurred
May 26, 2026
Advisor changed firm
Ethan David Cobb left Catalyst Wealth Management Llc for Charles Schwab & Co., Inc. (registered 2026-06-17)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Nicholas Joseph Ventura left Catalyst Wealth Management Llc for Florida Financial Advisors, Llc (registered 2026-05-21)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2024
Advisor changed firm
Theodore Joseph Haggerty left Catalyst Wealth Management Llc for Prospect Financial Services Llc (registered 2025-07-03)
Form ADVobserved 4 days ago
Occurred
Nov 19, 2024
Advisor changed firm
Michael D. Nguyen left Catalyst Wealth Management Llc for J.P. Morgan Securities Llc (registered 2025-02-04)
Form ADVobserved 4 days ago
Occurred
Nov 14, 2024
Advisor changed firm
Korosh Ataei left Catalyst Wealth Management Llc for Ip Financial Advisory Services Llc (registered 2024-11-12)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2024
Team lift-out
7 advisors left Gwn Securities Inc. (Palm Beach Gardens, FL) for Catalyst Wealth Management LLC within 3 days
Form ADVobserved 4 days ago
7 advisors
Occurred
Apr 16, 2024
Team lift-out
6 advisors left Gwn Securities Inc. (Houston, TX) for Catalyst Wealth Management LLC within 3 days
Form ADVobserved 4 days ago
6 advisors
Occurred
Mar 5, 2024
First Form ADV filing
Catalyst Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Jan 15, 2025
Catalyst Wealth Management Llc reported 12 offices beyond its principal office, down from 17 (2024-12-24 to 2025-01-15)
Occurred
Jul 22, 2024
Catalyst Wealth Management Llc reported 16 offices beyond its principal office, up from 0 (2024-06-19 to 2024-07-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac02e777-3d07-873f-89f6-d43b76a4fbab
First observed: Mar 5, 2024
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CATALYST WEALTH MANAGEMENT LLC

CRD 329586

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ac02e777-3d07-873f-89f6-d43b76a4fbab

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CAMERON THOMAS ELAFROS

n/a

HOUSTON, TX

yes

RILEY Harris FELDMAN

n/a

HOUSTON, TX | MISSOURI CITY, TX

yes

RAYCE NUNLEY

n/a

HOUSTON, TX | CONROE, TX

yes

QUAN Dat Anh NGUYEN

n/a

McKinney, TX | HOUSTON, TX

yes

COLEMAN CRAWFORD DAVIS

n/a

HOUSTON, TX

yes

Zachery Roth

n/a

HOUSTON, TX | Katy, TX

yes

BRENDAN MICHAEL RILEY

n/a

Houston, TX | HOUSTON, TX

yes

BRANDON JAKE BLANKENSHIP

n/a

HOUSTON, TX | Cypress, TX

yes

JUSTIN JOYCE

n/a

HOUSTON, TX | Houston, TX

yes

DANIEL JOSEPH WEATHERTON

n/a

Houston, TX | HOUSTON, TX

yes

GARRETT TRAVIS JOHN RONNING

n/a

Santa Fe, TX | HOUSTON, TX

yes

Samuel James Bargainer

n/a

Houston, TX | HOUSTON, TX

n/a

yes

Austin Daniel Rodriguez

n/a

HOUSTON, TX | Houston, TX

n/a

yes

ERICKA JONES

n/a

HOUSTON, TX | Houston, TX

n/a

yes

Blake Paul Thompson

n/a

HOUSTON, TX

n/a

yes

Eric Noel Ortiz

n/a

HOUSTON, TX

n/a

yes

Nathan David Messier

n/a

HOUSTON, TX

n/a

yes

Benjamin Wade Presley

n/a

HOUSTON, TX

n/a

yes

Sunkee Wong

n/a

HOUSTON, TX

n/a

yes

Will Allen Leckrone

n/a

HOUSTON, TX

n/a

yes

Devin Lane Styles

n/a

HOUSTON, TX

n/a

Keaton Miles Pletcher

n/a

HOUSTON, TX

n/a

yes

Harrison Robert Mansfield

n/a

HOUSTON, TX

n/a

yes

Daniel Camilo Illanes

n/a

HOUSTON, TX

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELAFROS, CAMERON, THOMAS

MANAGING PARTNER

yes

11/2023

Mar 5, 2024

Dec 24, 2024

ELAFROS, CAMERON, THOMAS

CHIEF COMPLIANCE OFFICER

yes

11/2023

Mar 5, 2024

Dec 24, 2024

FELDMAN, RILEY, HARRIS

MANAGING PARTNER

yes

11/2023

Mar 5, 2024

Dec 24, 2024

PLOUTOS HOLDINGS, LLC

Owner

yes

11/2023

Mar 5, 2024

Dec 24, 2024

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$105M

n/a

2024

Apr 29, 2025

$47.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$105M

$47.7M

120.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GWN SECURITIES INC.

Apr 16, 2024

Apr 23, 2024

PALM BEACH GARDENS, FL

Team lift out

Ibd to new firm

1.9%

GWN SECURITIES INC.

Apr 16, 2024

Apr 19, 2024

HOUSTON, TX

Team lift out

Ibd to new firm

1.2%