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BEYOND WEALTH MANAGEMENT GROUP, LLC

dba BEYOND WEALTH MANAGEMENT GROUP, LLC · CRD 293291 · Registered Investment Adviser

BEYOND WEALTH MANAGEMENT GROUP, LLC is a Registered Investment Adviser headquartered in NEW PALTZ, NY. The firm reports $139,350,128 in regulatory assets under management across 784 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$107,438,937
Non-discretionary$31,911,191
Total RAUM$139,350,128
Accounts784

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 293291. adviserinfo.sec.gov/firm/summary/293291.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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