CASTLEBAR ASSET MANAGEMENT, LLC
Doing business as BEYOND WEALTH. SEC Form ADV profile.
Total regulatory AUM
$122,472,670
Discretionary
$122,472,670
Non-discretionary
$0
Firm details
- CRD number
- 162231
- SEC file number
- 801-135840
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.