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Will Allen Leckrone

Investment adviser representative at Catalyst Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$105MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Catalyst Wealth Management LLCMay 2026 to now
  2. Innovation Partners LLCJan 2026 to now
  3. Zimmer BiometMay 2025 to Aug 2025
  4. Purdue It LabsMar 2025 to May 2026
  5. New Sunshine, LLCMay 2024 to Aug 2024
  6. Purdue UniversityAug 2022 to May 2026
  7. Chick-fil-a At the PyramidsMar 2019 to May 2024
  8. Zionsville Community High SchoolAug 2018 to May 2022
  9. Zionsville Middle SchoolAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Catalyst Wealth Management LLC

$105MAssets managed
9,549Clients
25Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8193866
Firm CRD
329586
Advisor's SEC record (opens in a new tab)
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