Tyler Winkleman
Catalyze Wealth Management · Carmel, Indiana
Tyler Winkleman is a fee-only financial advisor at Catalyze Wealth Management in Carmel, Indiana. Catalyze Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Catalyze Wealth Management |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $43.4M across 34 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7054405 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | catalyzedds.com |
How Tyler's firm compares
- Catalyze Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Tyler
Is Tyler Winkleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Catalyze Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler's firm, Catalyze Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tyler Winkleman based?
Tyler Winkleman is based in Carmel, Indiana.
Is Tyler Winkleman registered with the SEC?
Yes. Tyler Winkleman is registered as an investment adviser representative in IN (CRD 7054405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Catalyze Wealth Management manage?
Catalyze Wealth Management reports $43.4M across 34 accounts in assets under management.
How do I contact Tyler Winkleman?
Through Tyler's website, catalyzedds.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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