Overview
Assets Under Management: $122 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 31
Average Client Assets: $1.8 million
Frequently Asked Questions
BEYOND WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162231), BEYOND WEALTH is subject to fiduciary duty under federal law.
BEYOND WEALTH is headquartered in OVERLAND PARK, KS.
BEYOND WEALTH serves 31 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, BEYOND WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BEYOND WEALTH manages $122 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, BEYOND WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.60%
Average Client Assets: $1.8 million
Total Client Accounts: 491
Discretionary Accounts: 491
Regulatory Filings
CRD Number: 162231
Filing ID: 2057549
Last Filing Date: 2026-03-12 17:18:58