RIA Intel›Advisers›California›BEYOND WEALTH ADVISORY LLC

BEYOND WEALTH ADVISORY LLC

Advisory

N·SOUTH SAN FRANCISCO, CA

Data as of Nov 8, 2023 · Source: SEC Form ADV

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingMay 30, 2023

Latest FilingNov 8, 2023

🔒 Full AUM trend chart and 8 historical filings spanning 1 year

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEYOND WEALTH ADVISORY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.