SEC Form ADV

BEYOND WEALTH

Firm profile: Beyond Tangible Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKS
$122.5M
Assets Under Management
491
Total Clients
4
Employees
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Registration Details

Accession
CRD-162231
Location
OVERLAND PARK, KS
Filing Date
May 8, 2026
AUM
$122.5M
Total Clients
491
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

BEYOND WEALTH is a registered investment adviser headquartered in OVERLAND PARK, KS, managing approximately $122.5M in assets across 491 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.