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WEALTH BEYOND MATH
WEALTH BEYOND MATH LLC
CRD 331995
5900 BALCONES DRIVE, #21803, AUSTIN, TX, 78731, United States
Phone
(512) 316-7298
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$4.4M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersSUBCONTRACT FINANCIAL PLANNING SERVICES TO OTHER INVESTMENT ADVISER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $3.6M |
| High net worth individuals | 1 | $1.4M |
All web addresses on file
- https://www.linkedin.com/company/102031006/admin/feed/posts/
- https://www.tiktok.com/@wealthbeyondmath
- https://www.youtube.com/channel/UC5nSrJxyDVvDGYTWhvxU5DA
- https://www.facebook.com/profile.php?id=61558744806635
- https://x.com/WealthByondMath
- https://www.linkedin.com/in/danqinfang/
- https://www.wealthbeyondmath.com/
Official SEC filing: View on IAPD