Beyond Wealth Management Group, LLC

CRD 293291 · New Paltz, NY · $139.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 293291
SEC number: 801-112673
Firm type: RIA
Assets under management: $139.4M as of Mar 12, 2026
Website: beyondwm.com ↗
Phone: 845-750-6213
Address: 101 Main Street, New Paltz, NY, 12561

Advisors at this firm

3 in our index · page 1 of 1

Peter BantaCRD 7959575 · New Paltz, NY

IA Registered
David Wallace CrossCRD 2946272 · New Paltz, NY

IA Registered
Christopher Charles DrouinCRD 4541093 · New Paltz, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 293291 ↗ FINRA BrokerCheck record for firm CRD 293291 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.