BEYOND WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2018

Total AUM

$139M

Discretionary

$107M

77% of AUM

Avg account

$178K

Accounts

784

Employees

Advisory reps

Firm details

Headquarters: NEW PALTZ, New York
CRD number: 293291
Registered since: March 26, 2018
Website: www.beyondwealthmanagement.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.71%
Pension & Profit Sharing Plans23.62%
Individuals22.45%
Corporations / Businesses2.22%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beyond Wealth Management Group, LLC is an independent registered investment adviser that positions itself as a capital allocator for individuals, families and select institutions. Registered in 2018 and owned by an individual, the firm emphasizes equity exposure—with a stated preference for exchange-traded equities—while layering in third‑party alternative managers where appropriate. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Fee arrangements are flexible and include asset‑based fees, hourly work and fixed‑fee engagements. The firm does not market itself as an ESG investor and operates on a more concentrated geographic footprint rather than as a multi‑state adviser.