# Wealth Beyond Math

> Wealth Beyond Math is a state-registered investment advisory firm in Austin, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 331995
- Filed as: WEALTH BEYOND MATH
- Legal name: Wealth Beyond Math LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331995
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-beyond-math-austin-tx-331995

## Quick answers

**How is Wealth Beyond Math compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Beyond Math 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 Wealth Beyond Math located?**
Wealth Beyond Math's principal office is in Austin, TX, according to its Form ADV.

**Is Wealth Beyond Math registered with the SEC or a state?**
Wealth Beyond Math is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331995.

**How much does Wealth Beyond Math manage?**
Wealth Beyond Math reports $5,016,387 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (87% discretionary).

**What types of clients does Wealth Beyond Math serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (1).

**Does Wealth Beyond Math 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/331995

## 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: $5,016,387
- Discretionary: $4,386,276
- Non-discretionary: $630,111

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,615,311 |
| High net worth individuals | 1 | $1,401,076 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthbeyondmath.com
- Facebook facebook.com
- LinkedIn @102031006
- LinkedIn @danqinfang
- TikTok @wealthbeyondmath
- X @WealthByondMath
- YouTube @UC5nSrJxyDVvDGYTWhvxU5DA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Beyond Math (CRD 331995): Form ADV filing data as of October 2026.