BEYOND WEALTH ADVISORY LLC
CRD #326675 SEC #801-128239 SOUTH SAN FRANCISCO, CA 650-300-2089
SEC Registered
Total AUM
$53.3M
Discretionary
$53.3M
Employees
2
Clients
0
Accounts
187
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YASTE, TAELIM, HARRISON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BWA HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, RANDY, SHUWOON | I | MANAGING MEMBER | E | Control |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| TAM, DEREK, SAIHO | I | MANAGING MEMBER | B | |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| Tam, Isabella, Hil-Won | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Nov 8, 2023 REGISTERED
Notice Filings (1)
CA
Address
3540 CALLAN BLVDSTE 208
SOUTH SAN FRANCISCO, CA 94080
United States
Phone: 650-300-2089