WEALTH BEYOND MATH

WEALTH BEYOND MATH of AUSTIN, TX is an SEC-registered investment adviser (CRD 331995). Regulatory assets under management: $5.0M.

Registration

• CRD: 331995
• Type: Registered investment adviser
• Location: 5900 BALCONES DRIVE, AUSTIN, TX, 78731
• Phone: (512) 316-7298
• Latest filing: 2026-03-09
• Regulatory AUM: $5.0M
• Discretionary AUM: $4.4M
• Non-discretionary AUM: $630K
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search