# Beyond Wealth Management Group

Beyond Wealth Management Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 293291
- **SEC file number:** 801-112673
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293291

## About

BEYOND WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in NEW PALTZ, NY, registered since 2018. The firm manages $139 million in assets, $107 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Which sectors does Beyond Wealth Management Group explicitly avoid?

No sector exclusions have been publicly disclosed by the firm. Without stated investment policies or marketing materials, specific avoidance criteria such as tobacco, firearms, or fossil fuels cannot be attributed to Beyond Wealth Management Group.

### How does Beyond Wealth Management Group source proprietary deal flow?

No proprietary deal flow or sourcing model has been described in public channels. The firm's deal-access strategy is not transparent, making it difficult to determine whether it relies on external managers, direct investments, or co-investment networks.

### What is Beyond Wealth Management Group's known posture on co-investments alongside external GPs?

The firm's co-investment activity is not publicly documented. Without disclosed portfolio companies or partnership announcements, it cannot be determined whether the firm participates in direct co-investments, fund-of-funds commitments, or secondary purchases.

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Last updated: 2026-07-06T01:24:12.422Z

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