Founder & Wealth Advisor, Managing Member, CCO · Catalyst Wealth Advisors LLC
Ryan E. McKee
CRD 6747254 · Named on Form ADV at one SEC-registered adviser
At a glance
Catalyst Wealth Advisors LLC, an SEC-registered wealth manager based in Newport Beach, CA with $167 million in regulatory assets, lists Ryan E. McKee on its Form ADV as Founder & Wealth Advisor, Managing Member, CCO, a control person.
Firms and roles
- Catalyst Wealth Advisors LLCFounder & Wealth Advisor, Managing Member, CCOWealth manager · Newport Beach, CA · $167M in regulatory assets
AtlasMembers
Ryan’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.