Beyond Wealth Advisory LLC

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Assets, Funds, Holdings

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Beyond Wealth Advisory LLC
CRD #326675
SEC #801-128239
CIK #
AUM $53.3 MM (2023-11-08)
Employees 2 (100% Investors, 0% Brokers)
Phone650-300-2089
Address3540 Callan Blvd
South San Francisco, CA 94080
Source [IAPD] [Website]
Total AUM ($MM)
604836241202010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 34 6.3
(b) Individuals (high net worth individuals) 57 47.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 187 53.3
By Discretionary
Discretionary 187 53.3
Non-Discretionary 0 0.0
Total 187 53.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 53.3
Total 187 53.3
Comparable Firms State AUM ($BB)
Franco Financial Advisors Inc
NY 0.1
St Columbanus AG
0.1
Stavis Wealth Transfer Solutions LLC
TX 0.1
Network Investment Advisors Incorporated
NY 0.1
Dynamic Trading Management LLC
NY 0.1
Morrison Fiduciary Advisors Inc
PA 0.1
Mtier Capital LLC
NY 0.1
Lighthouse Swiss Wealth Advisors AG
0.1
Bridges Capital LLC
FL 0.1
Investment Research Corp
CO 0.1
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