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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-20-2012
- Office Locations
- 1
Office Locations
About Beyond Wealth
Beyond Wealth is a Kansas-based RIA providing collaborative wealth management and planning for professionals and business owners with complex, variable income. The team specializes in cash-flow and tax strategy around equity compensation (RSUs, stock options, deferred comp) and guides clients through major milestones and liquidity events (IPO, buyout, business sale, succession). Portfolios are built primarily with public funds such as ETFs and mutual funds, with Schwab as a key custodian.
Team overview
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Owner & Executives
BRANDY MARIE BRANSTETTER
PRINCIPAL
- CRD
- #4969422
- Ownership
- 50% but less than 75%
ANDREW HAYES COMSTOCK
Chief Compliance Officer, PRINCIPAL
- CRD
- #5523171
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Hannah Rebekah Casteel
--
- CRD
- #7855913
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,472,670 | $249,435 |
| Non-Discretionary | $0 | -- |
| Total | $122,472,670 | $249,435 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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