Beyond Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Paltz, NY. Its latest Form ADV filing, dated March 12, 2026, reports $139M in regulatory assets under management, 3 employees, and 784 accounts.
Assets Under Management
$139M
Employees
3
Offices
--
Total Clients
327
Primary office
NEW PALTZ, NY
101 MAIN STREET, REAR BUILDING, NEW PALTZ, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
250
2
HNWI
18.7%
61
3
Pension Plans
4.0%
13
4
Corporations
0.6%
2
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of March 12, 2026
Discretionary77.1%
$107M
77% of total RAUM77.1%
Non-discretionary22.9%
$32M
23% of total RAUM22.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$139M
Total Accounts784
10Y AUM Change+$139M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee109:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.