CRD: 326675
Beyond Wealth Advisory LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 85 clients, or 42.5 clients per representative. That equates to $880.2K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RANDY SHUWOON TAM
Managing Member
- CRD
- #1801326
- Ownership
- 75% or more
DEREK SAIHO TAM
Managing Member, Wealth Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Beyond Wealth Advisory LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.