Overview
Assets Under Management: $139 million
Headquarters: NEW PALTZ, NY
High-Net-Worth Clients: 61
Average Client Assets: $1.2 million
Frequently Asked Questions
BEYOND WEALTH MANAGEMENT GROUP, LLC 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 #293291), BEYOND WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
BEYOND WEALTH MANAGEMENT GROUP, LLC is headquartered in NEW PALTZ, NY.
BEYOND WEALTH MANAGEMENT GROUP, LLC serves 61 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, BEYOND WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BEYOND WEALTH MANAGEMENT GROUP, LLC manages $139 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, BEYOND WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.71%
Average Client Assets: $1.2 million
Total Client Accounts: 784
Discretionary Accounts: 777
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 293291
Filing ID: 2063068
Last Filing Date: 2026-03-12 07:03:50