BEYOND WEALTH ADVISORY LLC

RIASEC RegisteredEst. 2023

Total AUM

$74.8M

Discretionary

$74.8M

100% of AUM

Avg account

$367K

Accounts

204

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 326675
Registered since: June 29, 2023
Website: www.beyondwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.86%
Individuals12.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Beyond Wealth Advisory LLC is an independent, individually owned registered investment adviser formed in 2023 that serves individuals and families. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business clients. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, giving flexibility for advisory and planning engagements. Beyond Wealth Advisory reports a clear preference for equities as the primary building block of client portfolios and does not identify as an active ESG investor. The firm is not a capital allocator — it places client capital with third‑party managers rather than running pooled funds internally.