Beyond Wealth
Beyond Wealth (CRD# 162231) is a financial advisory firm headquartered in Overland Park, KS. They manage $88,367,147 in 464 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management88MILLION
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Total Number of Accounts464ACCOUNTS
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Average Account Value$190,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, KS, MO, OK, TX
Brandy Branstetter (CRD# 4969422) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has over 18 years of experience in the finance industry.
Andrew Comstock (CRD# 5523171) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has 1 year of experience in the finance industry.
Ashlyn Prom (CRD# 7439828) is an Investment Advisor Representative working at Beyond Wealth in Overland Park, KS and has over 2 years of experience in the finance industry.