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BEYOND WEALTH MANAGEMENT GROUP, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC (CRD# 293291) is an SEC-Registered Investment Advisor (RIA), headquartered in New Paltz, NY. The SEC approved the firm to operate as an RIA in Mar 2018. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $41.3 Million, and has discretion over 66% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEYOND WEALTH MANAGEMENT GROUP, LLC also reported in Oct 2018:
  • 1 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEYOND WEALTH MANAGEMENT GROUP, LLC has no disclosure events reported to the SEC at this time.
 

View BEYOND WEALTH MANAGEMENT GROUP, LLC's most recent Form ADV filing
 


BEYOND WEALTH MANAGEMENT GROUP, LLC has Notice Filings with the following State Securities Authorities: NY-Mar 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.