BEYOND WEALTH MANAGEMENT GROUP, LLC

101 Main Street
Rear Building
New Paltz, New York 12561
Tel: 845-750-6213

About BEYOND WEALTH MANAGEMENT GROUP, LLC

BEYOND WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as BEYOND WEALTH MANAGEMENT GROUP, LLC. The firm was established in 03/26/2018. They have over 1 offices throughout the country.

BEYOND WEALTH MANAGEMENT GROUP, LLC is a New Paltz, New York based Financial Planning firm with nearly $65,580,773 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293291
SEC#	801-112673
Assets Managed by Firm	$65,580,773
No. of Clients	620
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	620	$65,580,773
Individuals (other than high net worth individuals)	244	$31,535,050
High net worth individuals	11	$27,919,559
Pension and profit sharing plans	7	$2,863,999
Corporations or other businesses	5	$3,262,165

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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