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BEYOND WEALTH MANAGEMENT GROUP, LLC

NEW PALTZ, NY · CRD 293291 · IAPD ↗ · beyondwm.com · 845-750-6213

$139.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BEYOND WEALTH MANAGEMENT GROUP, LLC reported RAUM up 30% ($107.4M -> $139.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — BEYOND WEALTH MANAGEMENT GROUP, LLC reported RAUM up 64% ($65.6M -> $107.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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