BEYOND WEALTH MANAGEMENT GROUP, LLC

CRD 293291File 801-112673

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$139.4M

Bottom 25% of cohort (national)

Discretionary AUM

$107.4M

Non-discretionary $31.9M

Clients

327

784 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.