← Tributary

BEYOND WEALTH

OVERLAND PARK, KS · CRD 162231 · IAPD ↗ · 913-871-7980

$122.5MRegulatory AUM
3Advisory reps
4Employees
145Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — BEYOND WEALTH (OVERLAND PARK, KS) is newly SEC-registered with $122.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.