SourcingSourcing

CATALYST FINANCIAL NW CORPORATION

C38
CRD 168534·SEC 801-113923·GRESHAM, OR
AUM
$233.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$700K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CATALYST FINANCIAL NW CORPORATION
CRD
168534
SEC file #
801-113923
EIN
—
DBA names
—

Economics

AUM
$233.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.1M → $233.4M▲ +116%
Client mix
Individuals Other894
Individuals High Net Worth160
Pension Profit Sharing Plans14

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
GRESHAM OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
catalyst-nw.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUHS, AARON, LAVERN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MUHS, AARON, LAVERN
RASMUSSEN, DAVID, DWIGHT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CATALYST-NW.COM
Rdap Domain Creation Date
2014-05-06T21:41:17Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1486
Soi Zip Pct 200k Plus
0.0182
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
1,071,300
Fdic Zip Total Deposits
27,652,810,000
Fdic Zip Branch Count
433
Fdic Zip Top Banks
U.S. Bank National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank of America OregonGresham, OR
Bank of America OregonGresham, OR
Fdic Zip HHI
857.44
Fdic Zip Top Bank Share Pct
16.29
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-06T21:41:17Z
Rdap Domain Last Changed
2026-05-07T16:36:48Z
Rdap Nameservers
Marjory.ns.cloudflare.comThomas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,279
Returns4,600
Stub 2
AGI199,008
Returns5,330
Stub 3
AGI216,021
Returns3,540
Soi Zip Total Business Income
35,893
Soi Zip Total Cap Gains
18,190
Soi Zip Total Dividends
6,983
Soi Zip Total Returns
18,100
Top Owner CRD
4627961
Trust Company Affiliate
No

People (2)

2
RASMUSSEN, DAVID, DWIGHT
IAR · Direct Owner · 62.5%
5504604
MUHS, AARON, LAVERN
IAR · Direct Owner · 62.5%
4627961