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WEALTH BEYOND MATH LLC

Advisory

AUSTIN, TX

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in TX

#2,505

of 2,813 advisers by AUM

Average account

$117K

across 43 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$4M

Non-Discretionary AUM$630K

Discretionary %87.4%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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