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| Keyboard |
| Beyond Wealth Management Group LLC
✚
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|
|---|---|
| CRD # | 293291 |
| SEC # | 801-112673 |
| CIK # | |
| AUM | 139.4 M (2026-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 250 | 31.3 |
| (b) Individuals (high net worth individuals) | 61 | 72.1 |
| (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 | 13 | 32.9 |
| (h) Charitable organizations | 1 | 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 | 2 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 784 | 139.4 |
| By Discretionary | ||
| Discretionary | 777 | 107.4 |
| Non-Discretionary | 7 | 31.9 |
| Total | 784 | 139.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.4 | |
| Total | 784 | 139.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Monetary Solutions Ltd
✚
|
OH | 139.7 M |
|
Contrary Legacy LLC
✚
|
139.7 M | |
|
Coombs Wealth Advisory LLC
✚
|
PA | 139.6 M |
|
Boyd Financial Strategies Inc
✚
|
MA | 139.6 M |
|
Sikorski Wealth Management LLC
✚
|
CA | 139.6 M |
|
Clarity Retirement & Wealth LLC
✚
|
MA | 139.5 M |
|
Alteris Capital Partners LLC
✚
|
TX | 139.5 M |
|
TNL Asset Management LLC
✚
|
CO | 139.3 M |
|
Legacy Financial Advisors II LLC
✚
|
139.2 M | |
|
Benold Financial Planning Inc
✚
|
139.1 M |