| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Charles Drouin Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Beyond Wealth Management Group, LLC reports $107.4 million in regulatory assets under management on its Form ADV.
Beyond Wealth Management Group, LLC reports 3 employees.
Beyond Wealth Management Group, LLC is based in New Paltz, NY and has been SEC-registered since 2018.
Beyond Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 Main Street, Rear Building, New Paltz, NY 12561 |
| Phone | 845-750-6213 |
| Fax | 866-456-1451 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $86.8M |
| Non-discretionary | $20.6M |
| Total (RAUM) | $107.4M |