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BEYOND WEALTH MANAGEMENT GROUP, LLC
CRD 293291File 801-112673
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$139.4M
Bottom 25% of cohort (national)
Discretionary AUM
$107.4M
Non-discretionary $31.9M
Clients
327
784 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 26, 2018
- Principal office
- 101 MAIN STREET, REAR BUILDING, NEW PALTZ, NY, 12561
- Phone
- 845-750-6213
- Website
- HTTPS://BEYONDWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $139.4M
- Discretionary AUM
- $107.4M
- Non-discretionary AUM
- $31.9M
- Discretionary accounts
- 777
- Non-discretionary accounts
- 7
- Total accounts
- 784
- AUM per client
- $426K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.1M |
| Charitable organizations | Fewer than 5 | $849 |
| High net worth individuals | 61 | $72.1M |
| Pension and profit sharing plans | 13 | $32.9M |
| Individuals (other than high net worth individuals) | 250 | $31.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 274 | 327 | increased by53 |
| Apr 1, 2026 | AUM | $107,363,692 | $139,350,128 | increased by$31,986,436 |
| Apr 1, 2026 | Accounts | 715 | 784 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 236 | 274 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $72,234,620 | $107,363,692 | increased by$35,129,072 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 230 | 715 | increased by485 |
| Feb 1, 2022 | Clients | 180 | 236 | increased by56 |
| Feb 1, 2022 | AUM | $56,885,819 | $72,234,620 | increased by$15,348,801 |
| Feb 1, 2022 | Accounts | 181 | 230 | increased by49 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEYOND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEYOND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.