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Mitchell Sands

Catalyst Private Wealth, LLC
12 Years of Experience
Walnut Creek, CA
Broker
View SEC Summary
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Mitchell Sands is a registered investment advisor at Catalyst Private Wealth, LLC, based in Walnut Creek, CA, with 12 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 524 clients with $370M in assets under management.

Catalyst Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
524 clients
Average Client Portfolio
$707K average
Assets Under Management
$370.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is charged quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1255 Treat Blvd.,, Office 372, Walnut Creek, CA, 94597

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mitchell is an angel investor in U Stadium, a sports tech startup, dedicating minimal time. He is also a registered representative with Emerson Equity LLC and a partner/founder of Catalyst Private Wealth, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Catalyst Private Wealth, LLC
October 2019 - Present · 7 yrs
Emerson Equity LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Emerson Equity LLC
September 2019 - September 2022 · 3 yrs
Mutual Advisors, LLC
January 2018 - September 2019 · 1 yr 8 mos
Clearpath Capital Partners LLC
August 2014 - April 2018 · 3 yrs 8 mos
State Registrations17 states
AZCACOFLILMAMINCNENJNVNYORSDTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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