Sunkee Wong
Investment adviser representative at Catalyst Wealth Management LLC
13 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
13 years in the industry.
- Catalyst Wealth Management LLCMar 2026 to now
- Innovation Partners LLCDec 2025 to now
- Amvine Inc.Oct 2025 to Mar 2026
- Extern.comMay 2025 to Aug 2025
- B Safe Distribution Inc.Jun 2023 to Aug 2023
- InstacartNov 2021 to Oct 2025
- Central Connecticut State UniversityAug 2021 to May 2025
- Crystal Clear Power CleaningJul 2021 to Jun 2023
- Sakura GardenJul 2021 to Dec 2021
- Dunkin DonutsNov 2020 to Jun 2021
- Rocky Hill High SchoolAug 2017 to Jun 2021
- Albert D. Griswold Middle SchoolAug 2013 to Jun 2017
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
- 8201886
- Firm CRD
- 329586