RIA Intelligence

BEYOND WEALTH MANAGEMENT GROUP, LLC

CRD #293291 SEC #801-112673 NEW PALTZ, NY 845-750-6213
SEC Registered
Total AUM
$107.4M
Discretionary
$86.8M
Employees
3
Clients
101
Accounts
715

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
DROUIN, CHRISTOPHER, CHARLESIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (2)

NY TX

Address

101 MAIN STREET
REAR BUILDING
NEW PALTZ, NY 12561
United States
Phone: 845-750-6213