BEYOND WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$139,350,128
Discretionary
$107,438,937
Non-discretionary
$31,911,191
Firm details
- CRD number
- 293291
- SEC file number
- 801-112673
- Main office
- NEW PALTZ, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://BEYONDWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.