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FOLIOBEYOND, LLC

· CRD 298234 · IAPD ↗ · foliobeyond.com · 212-397-7539

$206.6MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — FOLIOBEYOND, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2025 — FOLIOBEYOND, LLC reported RAUM up 84% ($95.7M -> $176.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — FOLIOBEYOND, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — FOLIOBEYOND, LLC reported RAUM up 30% ($73.4M -> $95.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — FOLIOBEYOND, LLC reported RAUM down 55% ($164.3M -> $73.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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