Katie Stych

Current Employers

Pearl Wealth Llc

Boulder, CO • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2025-10-24

IA RA
APPROVED

Since 2025-10-24

Branch Locations

Des Moines, IA • United States

Boulder, CO • 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

Organization	City	State	From	To
Student	Iowa City	IA	08/2012	08/2016
Morningstar Investment Management	Chicago	IL	01/2016	06/2018
Abacus Wealth Partners	Sebastopol	CA	08/2018	11/2023
Pearl Wealth Llc	Boulder	CO	07/2025	Present
Your Watershed Moment, Llc	Des Moines	IA	12/2023	Present

08/2012 → 08/2016

Student

Iowa City, IA
01/2016 → 06/2018

Morningstar Investment Management

Chicago, IL
08/2018 → 11/2023

Abacus Wealth Partners

Sebastopol, CA
07/2025 → Present

Pearl Wealth Llc

Boulder, CO
12/2023 → Present

Your Watershed Moment, Llc

Des Moines, IA

Previous Registrations

2018-10-24 → 2023-11-27

Abacus Wealth Partners

Sebastopol, CA

Santa Monica, CA

Other Businesses

1) Your Watershed Moment, LLC; Investment-related; Des Moines, IA. 50309; Financial Coaching; Financial Coach; 12/1/2023; 40 hours per month; 10 during trading hours; Budgeting and debt repayment counsel 2) Deeper Than Money; Not investment related; Kansas City, MO. 64106; Financial Literacy Coaching; Coach; 4/1/2025; 12 hours per month; 0 during trading hours; Answer questions on group coaching calls

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-24

S65 Uniform Investment Adviser Law Examination

2018-10-24

Designations

Other Names

Kathryn Stych

View on SEC IAPD