B
CRD: 326675
Beyond Wealth Advisory LLC
$74.8M Total AUM
$74.8M Disc. AUM
-- 3Y CAGR
2 Employees
85 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
419 Grand Avenue South SAN Francisco CA
About Beyond Wealth Advisory LLC
Beyond Wealth Advisory LLC is an independently owned RIA providing portfolio management and financial planning for retail clients, including entrepreneurs. The team is led by founder Randy S. Tam (40+ years across investments, banking, taxation, and mortgages). The firm supports Schwab-custodied accounts and offers Cantonese/Mandarin/Taishanese language coverage.
Team overview
-- AVG AGE
$37.4M AVG AUM / ADVISOR
$880.2K AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Zenith harbor Beacon eagle Vital capital Delta Quantum pioneer Horizon timber
Client Personas
Radial radial
Custodian
Frontier
Investment Themes
Radial Pioneer Momentum peak
Investment Vehicles
Frontier Catalyst
Services
Vector North Foundation delta Unison Optima atlas Capital unison Quantum unison Insight vital Insight focus
Technology
Oak
Owner & Executives
R
RANDY SHUWOON TAM
Managing Member
- CRD
- #1801326
- Ownership
- 75% or more
(734) 605-4081
matrix.north@peakcapital.com
in linkedin.com/in/capital-vector
D
DEREK SAIHO TAM
Managing Member, Wealth Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
(369) 918-8626
capital.prime@glaciercapital.com
in linkedin.com/in/bridge-bridge
V
Vital quantum
Glacier radial
- CRD
- #11740
- Ownership
- 17.8%
(206) 515-3208
timber.summit@valuecapital.com
in linkedin.com/in/unison-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,816,000 | $285,027 |
| Non-Discretionary | $0 | -- |
| Total | $74,816,000 | $285,027 |
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Separately Managed Accounts
Total SMA Asset: $74,816,000
Equity - Exchange:
19.2% Public Funds:
50.9% Cash:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,619,322,813 | 19.2% |
| Public Funds | $4,292,892,250 | 50.9% |
| Cash | $2,521,757,923 | 29.9% |
| Total | $8,433,972,986 | 100.0% |