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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CATALYST WEALTH MANAGEMENT

CATALYST WEALTH MANAGEMENT, LLC, CRD 291138

ATLANTA, GA

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:eda6e9d0-1869-14fe-5fee-e24aae6ac44d

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 0
Observed: Mar 10, 2018 to Mar 31, 2023
21 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $193MItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $188M
Private client RAUM: $189MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 763
Individual clients: 268
High net worth clients: 42
SEC number: 801-112814
CRD: 291138
Filings on the tape: 21
First filed: Mar 10, 2018
Latest filed: Mar 31, 2023
Organised: Limited Liability Company, Georgia

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
HAMILTON, LISA, SMALLWOOD	CHIEF OPERATIONS OFFICER	Na	yes	07/2018	Mar 26, 2019	Mar 31, 2023
MIROLLI, DAVID, SCOTT	MANAGING PARTNER	C	yes	03/2015	Mar 10, 2018	Mar 31, 2023
PIERCE, DAVID, ALLEN	MANAGING PARTNER	C	yes	02/2009	Mar 10, 2018	Mar 31, 2023
PULLARO, CHRISTOPHER, DAVID	MANAGING PARTNER	C	yes	02/2009	Mar 10, 2018	Mar 31, 2023
PIERCE, BRIAN, TIMOTHY	Partner	B	no	11/2019	Mar 31, 2020	Mar 31, 2023

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 31, 2023	$193M	$188M	10	6	0	n/a	n/a
2021	Mar 31, 2022	$310M	$249M	14	8	0	n/a	n/a
2020	Mar 16, 2021	$219M	$163M	13	9	1	n/a	n/a
2019	Mar 31, 2020	$171M	$90.6M	14	9	2	n/a	n/a
2018	Mar 26, 2019	$140M	$58.8M	13	9	2	n/a	n/a

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
2022	$193M	$310M	-37.7%	$171M	4.1%	10	14	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APOLLON WEALTH MANAGEMENT, LLC	5	Dec 13, 2023	May 18, 2023	ATLANTA, GA	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KALOS MANAGEMENT	7	Jul 11, 2018	May 7, 2018	PONTE VEDRA BEACH, FL	Team lift out	Ibd to new firm	10.0%

Relationships

Controls (4)

← PIERCE, DAVID, ALLENOwnerMANAGING PARTNER, ownership code C, individual
Mar 10, 2018 to presentfactForm ADV
← PULLARO, CHRISTOPHER, DAVIDOwnerMANAGING PARTNER, ownership code C, individual
Mar 10, 2018 to presentfactForm ADV
← MIROLLI, DAVID, SCOTTOwnerMANAGING PARTNER, ownership code C, individual
Mar 10, 2018 to presentfactForm ADV
← HAMILTON, LISA, SMALLWOODOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 26, 2019 to presentfactForm ADV

Owns (1)

← PIERCE, BRIAN, TIMOTHYOwnerPARTNER, ownership code B, individual
Mar 31, 2020 to presentfactForm ADV

Registered with (8)

← JACK MATTHEW CAYCEAdvisorregistration: previous registration
May 3, 2018 to Dec 13, 2023factForm ADV
← DAVID ALLEN PIERCEAdvisorregistration: previous registration
May 7, 2018 to Dec 13, 2023factForm ADV
← CHRISTOPHER DAVID PULLAROAdvisorregistration: previous registration
May 7, 2018 to Dec 13, 2023factForm ADV
← DAVID SCOTT MIROLLIAdvisorregistration: previous registration
May 3, 2018 to Dec 13, 2023factForm ADV
← BRIAN TIMOTHY PIERCEAdvisorregistration: previous registration
May 4, 2018 to Dec 13, 2023factForm ADV
← WILLIAM CLAY TUCKERAdvisorregistration: previous registration
Jun 19, 2021 to Jan 10, 2023factForm ADV
← THOMAS MAHONE TOLLESONAdvisorregistration: previous registration
Apr 13, 2018 to Sep 30, 2022factForm ADV
← CALEB WILL HUFTALINAdvisorregistration: previous registration
Apr 13, 2018 to Apr 22, 2022factForm ADV

Moved with (2)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviser5 advisors, firm absorbed, same day
Dec 13, 2023 to May 18, 2023factForm ADV
← KALOS MANAGEMENTRegistered adviser7 advisors, team lift out, same day
Jul 11, 2018 to May 7, 2018factForm ADV

Dated events

Occurred
Dec 13, 2023
Firm absorbed
Catalyst Wealth Management's advisors moved to Apollon Wealth Management, LLC (Atlanta, GA): 5 of 5 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Dec 13, 2023
Advisor changed firm
Jack Matthew Cayce left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-12)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Advisor changed firm
David Scott Mirolli left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-18)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Advisor changed firm
Christopher David Pullaro left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-18)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Advisor changed firm
Brian Timothy Pierce left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-08)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Advisor changed firm
David Allen Pierce left Catalyst Wealth Management for Apollon Wealth Management, Llc (registered 2023-05-18)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Catalyst Wealth Management reported RAUM $192.9M, down 38% from $309.6M (2023-02-23 to 2023-03-31)
Form ADVobserved 4 days ago
$-117M
Occurred
Jan 10, 2023
Advisor changed firm
William Clay Tucker left Catalyst Wealth Management for Sequent Planning, Llc (registered 2023-01-17)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Thomas Mahone Tolleson left Catalyst Wealth Management for Perigon Wealth Management, Llc (registered 2022-10-03)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Caleb Will Huftalin left Catalyst Wealth Management for Ridgeline Private Wealth (registered 2022-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2019
Control person joined
Smallwood Lisa Hamilton (Chief Operations Officer) appeared on Schedule A of Catalyst Wealth Management
Form ADVobserved 4 days ago
Occurred
Mar 10, 2018
First Form ADV filing
Catalyst Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eda6e9d0-1869-14fe-5fee-e24aae6ac44d
First observed: Mar 10, 2018
Last observed: Mar 31, 2023 42 months 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

CATALYST WEALTH MANAGEMENT, LLC, CRD 291138

ATLANTA, GA

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:eda6e9d0-1869-14fe-5fee-e24aae6ac44d

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAMILTON, LISA, SMALLWOOD

CHIEF OPERATIONS OFFICER

yes

07/2018

Mar 26, 2019

Mar 31, 2023

MIROLLI, DAVID, SCOTT

MANAGING PARTNER

yes

03/2015

Mar 10, 2018

Mar 31, 2023

PIERCE, DAVID, ALLEN

MANAGING PARTNER

yes

02/2009

Mar 10, 2018

Mar 31, 2023

PULLARO, CHRISTOPHER, DAVID

MANAGING PARTNER

yes

02/2009

Mar 10, 2018

Mar 31, 2023

PIERCE, BRIAN, TIMOTHY

Partner

11/2019

Mar 31, 2020

Mar 31, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$193M

$188M

n/a

2021

Mar 31, 2022

$310M

$249M

n/a

2020

Mar 16, 2021

$219M

$163M

n/a

2019

Mar 31, 2020

$171M

$90.6M

n/a

2018

Mar 26, 2019

$140M

$58.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$193M

$310M

-37.7%

$171M

4.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APOLLON WEALTH MANAGEMENT, LLC

Dec 13, 2023

May 18, 2023

ATLANTA, GA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KALOS MANAGEMENT

Jul 11, 2018

May 7, 2018

PONTE VEDRA BEACH, FL

Team lift out

Ibd to new firm

10.0%