CRD: 293291
Beyond Wealth Management Group, LLC
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- Custodian
- Assetmark ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2018
- Office Locations
- 1
Office Locations
About Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC is a New Paltz, NY advisory firm offering comprehensive financial planning and wealth management, plus retirement plan design and administration for employers and employees. Investment exposure leans on ETFs and public funds with meaningful fixed-income allocations (U.S. government and investment-grade bonds). Serves both retail and institutional relationships and operates on platforms such as AssetMark.
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Owner & Executives
CHRISTOPHER CHARLES DROUIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4541093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Peter Banta
--
- CRD
- #7959575
DAVID WALLACE CROSS
Financial Advisor, General Partner
- CRD
- #2946272
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,438,937 | $138,274 |
| Non-Discretionary | $31,911,191 | $4,558,742 |
| Total | $139,350,128 | $177,743 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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