Best Investors Account Sign in
Current Employers
Catalyst Wealth Management Llc

1880 S Dairy Ashford Road Ste 300, Houston, TX 77077 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-08
  • TX RA
    APPROVED
    Since 2026-04-08

Branch Locations

1880 S Dairy Ashford Road Ste 300, Houston, TX 77077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amvine Inc. Wethersfield CT 10/2025 03/2026
Extern.cOm Palo Alto CA 05/2025 08/2025
B Safe Distribution Inc. Minneapolis MN 06/2023 08/2023
Crystal Clear Power Cleaning Rocky Hill CT 07/2021 06/2023
Instacart Rocky Hill CT 11/2021 10/2025
Central Connecticut State University New Britain CT 08/2021 05/2025
Sakura Garden South Windsor CT 07/2021 12/2021
Dunkin Donuts Rocky Hill CT 11/2020 06/2021
Innovation Partners Llc Charlotte NC 12/2025 Present
Rocky Hill High School Rocky Hill CT 08/2017 06/2021
Albert D. Griswold Middle School Rocky Hill CT 08/2013 06/2017
Catalyst Wealth Management Llc Houston TX 03/2026 Present
  • 10/2025 → 03/2026
    Amvine Inc.
    Wethersfield, CT
  • 05/2025 → 08/2025
    Extern.cOm
    Palo Alto, CA
  • 06/2023 → 08/2023
    B Safe Distribution Inc.
    Minneapolis, MN
  • 07/2021 → 06/2023
    Crystal Clear Power Cleaning
    Rocky Hill, CT
  • 11/2021 → 10/2025
    Instacart
    Rocky Hill, CT
  • 08/2021 → 05/2025
    Central Connecticut State University
    New Britain, CT
  • 07/2021 → 12/2021
    Sakura Garden
    South Windsor, CT
  • 11/2020 → 06/2021
    Dunkin Donuts
    Rocky Hill, CT
  • 12/2025 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 08/2017 → 06/2021
    Rocky Hill High School
    Rocky Hill, CT
  • 08/2013 → 06/2017
    Albert D. Griswold Middle School
    Rocky Hill, CT
  • 03/2026 → Present
    Houston, TX
Other Businesses

Sunkee Wong is a registered representative. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Catalyst wealth management LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Catalyst wealth management LLC in such individual's outside capacity. Sunkee Wong is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client's needs. Additionally, the offer and sale of insurance products by supervised persons of CWML are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. CWML addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. CWML periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. CWML will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by CWML's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
  • S66 Uniform Combined State Law Examination
    2026-03-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor