Investment adviser · CRD 326675
BEYOND WEALTH ADVISORY LLC
Investment adviser filing (IA)
SOUTH SAN FRANCISCO, CA, United States · Form ADV filed Nov 8, 2023
- Regulatory AUM
- $53.3M Form ADV · Item 5.F
- Client accounts
- 187 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 57 | $47,000,000 | 88.2% |
| Individuals | 34 | $6,300,000 | 11.8% |
Filing source
Form ADV 1798668 · Nov 8, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 8, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3540 CALLAN BLVD, STE 208SOUTH SAN FRANCISCO, CA, 94080, United States
CRD 326675
Filing source
Form ADV 1798668 · Nov 8, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.