BEYOND WEALTH

RIASEC RegisteredEst. 2026

Total AUM

$122M

Discretionary

$122M

100% of AUM

Avg account

$249K

Accounts

491

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 162231
Registered since: April 14, 2026
Website: www.beyond-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.37%
HNWI46.6%
Corporations / Businesses3.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Beyond Wealth is an independent, LLC-structured registered investment adviser that serves individual and family clients as well as small businesses and institutions. The firm’s SEC registration is listed as 2026 and ownership is held by an individual. Service offerings include financial planning and portfolio management for individuals, small businesses, and institutional clients. Compensation is a mix of AUM-based fees, hourly charges, and fixed fees. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Its business model centers on discretionary portfolio management and standard planning engagements rather than pension consulting or related-adviser arrangements.