# Beyond Wealth

Beyond Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/109557084

## Regulatory record

- **CRD number:** 162231
- **SEC file number:** 801-135840
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162231

## About

BEYOND WEALTH is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2026. The firm manages approximately $122 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Questions

### Does Beyond Wealth participate in fund commitments or only direct deals?

Beyond Wealth acts as an allocator across both fund commitments and direct co-investments, though specific counsel is tailored to each family. The firm sources deals through its network of external managers and peer family offices, with a focus on preserving capital across generations. The firm does not publicly disclose its preference for fund versus direct exposure.

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

Beyond Wealth sources deal flow through its network of external managers and peer family offices, positioning itself as a connector between families and investment opportunities. The firm does not maintain a proprietary investment bank or venture studio, relying instead on relationships built through its advisory practice. This sourcing model is typical of multi-family offices that prioritize access over exclusivity.

## Related profiles

- [PEAK TEN CAPITAL LLC](https://altss.com/profile/peak-ten-capital-llc)
- [Sentinel Alternative Asset Management](https://altss.com/profile/sentinel-alternative-asset-management-llc)

---

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

Canonical page: https://altss.com/profile/beyond-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology