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| Happy Holidays!! thanks for using AUM13F!! |
| Beyond Wealth Management Group LLC
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|---|---|
| CRD # | 293291 |
| SEC # | 801-112673 |
| CIK # | |
| AUM | $107.4 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 845-750-6213 |
| Address | 101 Main Street New Paltz, NY 12561 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 50.4 |
| (b) Individuals (high net worth individuals) | 11 | 34.6 |
| (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 | 20 | 22.4 |
| (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 | 715 | 107.4 |
| By Discretionary | ||
| Discretionary | 702 | 86.8 |
| Non-Discretionary | 13 | 20.6 |
| Total | 715 | 107.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.4 | |
| Total | 715 | 107.4 |
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|---|---|---|
|
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CO | 0.1 |
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Summit Wealth Management LLC
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VA | 0.1 |
|
FCIG Wealth Management LLC
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CT | 0.1 |
|
Hickory Wealth Management LLC
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MO | 0.1 |
|
Imprint Wealth LLC
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SC | 0.1 |
|
2 Knights Wealth Management LLC
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OH | 0.1 |
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Blair Hall Advisors LLC
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0.1 |