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BEYOND WEALTH MANAGEMENT GROUP, LLC
CRD 293291 · SEC 801-112673
101 MAIN STREET, REAR BUILDING, NEW PALTZ, NY, 12561, United States
Phone
845-750-6213
Fax
866-456-1451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.4M
Discretionary AUM
$107.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $31.3M |
| High net worth individuals | 61 | $72.1M |
| Pension/profit sharing plans | 13 | $32.9M |
| Charitable organizations | 1 | $849 |
| Corporations/business entities | 2 | $3.1M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD