Daniel Camilo Illanes
Investment adviser representative at Catalyst Wealth Management LLC
10 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
10 years in the industry.
- Catalyst Wealth Management LLCAug 2026 to now
- Innovation Partners LLCApr 2026 to now
- Mele AssociatesJun 2025 to Aug 2025
- Quince Orchard Swim and Tennis ClubAug 2022 to Aug 2026
- College of the Holy CrossMay 2022 to May 2026
- Bethesda Country ClubOct 2021 to Aug 2022
- Sherwood High SchoolMay 2018 to May 2022
- Rosa M. Parks Middle SchoolAug 2016 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
- 8265373
- Firm CRD
- 329586