$5.0M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2024
- Office Locations
- 1
Office Locations
5900 Balcones Drive, #21803 Austin TX
About Wealth Beyond Math
Wealth Beyond Math is an Austin-based fiduciary advisory led by Danqin Fang, CFP®, CFA®, RLP®. The firm provides life-centered financial planning and ongoing wealth management for professionals and families navigating major transitions—especially equity compensation, pre-IPO/IPO liquidity, divorce, or loss. Portfolios are primarily ETF-based, and service is available in Mandarin.
Team overview
35 AVG AGE
$5.0M AVG AUM / ADVISOR
$295.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DANQIN FANG
Chief Compliance Officer, Owner
- CRD
- #6663145
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,386,276 | -- |
| Non-Discretionary | $630,111 | -- |
| Total | $5,016,387 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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