# Beyond Wealth

> Beyond Wealth is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 162231
- Filed as: BEYOND WEALTH
- Legal name: Castlebar Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162231
- AdvisorCensus page: https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231

## Quick answers

**How is Beyond Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Beyond Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Beyond Wealth located?**
Beyond Wealth's principal office is in Overland Park, KS, according to its Form ADV.

**Is Beyond Wealth registered with the SEC or a state?**
Beyond Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 162231.

**How much does Beyond Wealth manage?**
Beyond Wealth reports $122,472,670 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**What types of clients does Beyond Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (31).

**Which custodians does Beyond Wealth use?**
Beyond Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Beyond Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162231

**Does Beyond Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated May 8, 2026 says: "Beyond Wealth does not have a minimum account size but we do have a minimum annual fee. We ask clients to pay an engagement fee. This is negotiable in certain cases."

**What changed in Beyond Wealth's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Beyond Wealth does not have a minimum account size but we do have a minimum annual fee. We ask clients to pay an engagement fee. This is negotiable in certain cases.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,472,670
- Discretionary: $122,472,670
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $61,686,187 |
| High net worth individuals | 31 | $57,077,507 |
| 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 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,708,976 |
| 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: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beyond-wealth.com
- Facebook @andrew.comstock
- Facebook @beyondwealth1
- Facebook @brandy.s.branstetter
- LinkedIn @beyond-wealth1
- LinkedIn @brandybranstetter
- LinkedIn @comstockah
- X @AComstockBW

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beyond Wealth (CRD 162231): Form ADV filing data as of October 2026.