BEYOND WEALTH MANAGEMENT GROUP, LLC

BEYOND WEALTH MANAGEMENT GROUP, LLC of NEW PALTZ, NY is an SEC-registered investment adviser (CRD 293291). Regulatory assets under management: $139.4M.

Registration

• CRD: 293291
• SEC file number: 801-112673
• Type: Registered investment adviser
• Location: 101 MAIN STREET, REAR BUILDING, NEW PALTZ, NY, 12561
• Phone: 845-750-6213
• Latest filing: 2026-03-12
• Regulatory AUM: $139.4M
• Discretionary AUM: $107.4M
• Non-discretionary AUM: $31.9M
• Clients: 3
• Accounts: 784

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search