Garrett Travis John Ronning

Catalyst Wealth Management LLC

4 Years of Experience

View SEC Summary

Firm Information

Catalyst Wealth Management LLC

Compensation

Fee-Only (AUM)

Number of Advisors

14 advisors

Number of Clients

6,373 clients

Average Client Portfolio

$7K average

Assets Under Management

$47.7M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Fees are paid in arrears and are negotiable. The total annual fee consists of CWML's Portfolio Management Fee (up to 2.04%) and the TAMP's Platform Fee (0.00% - 0.5% + $0 - $75/year). Clients are responsible for third-party fees. There is no account minimum.

View Full Brochure on SEC

Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

Santa Fe, TX

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

August 2018

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Garrett is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a potential conflict of interest due to commissions.