Beyond Wealth Management Group, LLC
● SEC registered since 2018CRD 293291SEC# 801-112673New Paltz, NY
Reg. AUM
$139.4M
Employees
3
Accounts
784
Location
New Paltz, NY
Beyond Wealth Management Group, LLC assets under management
Beyond Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in New Paltz, NY. The firm has been registered since 2018. It reports $139.4 million in regulatory assets under management and employs 3 people.
Beyond Wealth Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Charles Drouin Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Beyond Wealth Management Group, LLC manage?
Beyond Wealth Management Group, LLC reports $139.4 million in regulatory assets under management on its Form ADV.
How many employees does Beyond Wealth Management Group, LLC have?
Beyond Wealth Management Group, LLC reports 3 employees.
Where is Beyond Wealth Management Group, LLC located?
Beyond Wealth Management Group, LLC is based in New Paltz, NY and has been SEC-registered since 2018.
Does Beyond Wealth Management Group, LLC disclose fund performance?
Beyond Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Main Street, Rear Building, New Paltz, NY 12561 |
| Phone | 845-750-6213 |
| Fax | 866-456-1451 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.4M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$139.4Mregulatory AUM
Discretionary $107.4MNon-discretionary $31.9M