Beyond Wealth Management Group, LLC

Beyond Wealth Management Group, LLC (CRD# 293291) is a financial advisory firm headquartered in New Paltz, NY. They manage $65,580,773 in 620 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 Main Street, Rear Building, New Paltz, NY 12561
https://beyondwm.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $105,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Beyond Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Drouin, financial advisor New Paltz NY
Christopher C. Drouin
CRD#: 4541093
101 Main Street, Rear Building, New Paltz, NY 12561

Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.

2
David Cross, financial advisor New Paltz NY
David W. Cross
CRD#: 2946272
101 Main Street, Rear Building, New Paltz, NY 12561

David Cross (CRD# 2946272) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 26 years of experience in the finance industry.

3
Kamber Lucas, financial advisor New Paltz NY
Kamber M. Lucas
CRD#: 7674879
101 Main Street, Rear Building, New Paltz, NY 12561

Kamber Lucas (CRD# 7674879) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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