Be advised. This firm is no longer registered.

Catalina Wealth Partners, LLC

Catalina Wealth Partners, LLC (CRD# 291351) is a financial advisory firm headquartered in Marana, AZ. They manage $10,098,024 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12090 N. Thornydale Road, Ste 110 #240, Marana, AZ 85658
http://www.catalinawealthpartners.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $240,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Catalina Wealth Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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