# Beyond Wealth Advisory LLC

> Beyond Wealth Advisory LLC is a state-registered investment advisory firm in South San Francisco, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 326675
- Filed as: BEYOND WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326675
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-wealth-advisory-llc-south-san-francisco-ca-326675

## Quick answers

**How is Beyond Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beyond Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beyond Wealth Advisory LLC located?**
Beyond Wealth Advisory LLC's principal office is in South San Francisco, CA, according to its Form ADV.

**Is Beyond Wealth Advisory LLC registered with the SEC or a state?**
Beyond Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326675.

**How much does Beyond Wealth Advisory LLC manage?**
Beyond Wealth Advisory LLC reports $74,816,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Beyond Wealth Advisory LLC's assets and staff changed since 2023?**
In the Form ADV data for Beyond Wealth Advisory LLC: Regulatory assets under management: $53,300,000 in the October 2023 data and $74,816,000 in the October 2026 data, up 40%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beyond Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (32).

**Does Beyond Wealth Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326675

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $74,816,000
- Discretionary: $74,816,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $9,083,000 |
| High net worth individuals | 53 | $65,733,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [beyondwealthadvisory.com](https://beyondwealthadvisory.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $53,300,000 | 2 | October 4, 2023 |
| October 2026 | $74,816,000 | 2 | March 10, 2026 |

Regulatory assets under management: $53,300,000 in the October 2023 data and $74,816,000 in the October 2026 data, up 40%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Wealth Advisory LLC (CRD 326675): Form ADV filing data as of October 2026.