Beyond Financial Services
Beyond Financial Services is an SEC-registered wealth manager in Fremont, CA with $176.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Beyond Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286350, SEC 801-108878, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $176.7M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Fremont, CA
- Employees
- 4
- Clients
- 115
- CRD
- 286350
- Ownership
- LEUNG, KA KI, KENNETH
How much AUM does Beyond Financial Services have?
Beyond Financial Services reported $176.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Beyond Financial Services?
Disclosed owners and executives of Beyond Financial Services include LEUNG, KA KI, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.