This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.24 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$139MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$107M

Private client RAUM

$103MderivedItem 5.D individuals plus high net worth individuals

Private client share

74%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$46.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

784

Individual clients

250

High net worth clients

61

SEC number

801-112673

CRD

293291

Filings on the tape

26

First filed

Feb 20, 2018

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, NY

Website

beyondwm.com

• Occurred

  Dec 15, 2022
  Advisor changed firm

  Aidan Alexander Klein left Beyond Wealth Management Group, Llc for Park Avenue Securities Llc (registered 2023-05-04)

  Form ADVobserved 6 days ago
• Occurred

  Feb 20, 2018
  First Form ADV filing

  Beyond Wealth Management Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:737c471f-92e8-6c00-71d4-418e4abac124

First observed

Feb 20, 2018

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.