# BEYOND WEALTH ADVISORY LLC

BEYOND WEALTH ADVISORY LLC of SOUTH SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 326675
- Type: SEC-registered investment adviser
- SEC file number: 801-128239
- Location: 419 GRAND AVENUE, SOUTH SAN FRANCISCO, CA, 94080
- Phone: 650-300-2089
- Latest filing: 2026-03-10
- Regulatory AUM: $74.8M
- Discretionary AUM: $74.8M
- Clients: 2
- Accounts: 204

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER | — |
| Tam Isabella Hil-Won | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| TAM RANDY SHUWOON | MANAGING MEMBER | — |
| TAM DEREK SAIHO | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326675/similar
- Related entities: https://search.stillhousedata.com/firm/326675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326675

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.