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Chief Executive Officer · Catalyst Private Wealth, LLC

Brendan D. Connaughton

CRD 1602941 · Named on Form ADV at one SEC-registered adviser

At a glance

Catalyst Private Wealth, LLC, an SEC-registered wealth manager based in SAN Mateo, CA with $370 million in regulatory assets, lists Brendan D. Connaughton on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Brendan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.