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Beyond Wealth Management Group, LLC

EST. AUM
$139,350,128

CONTACTS
1

CLIENT ACCOUNTS
784

Firm Details

Metro area New York City
CRD Number 293291
Website beyondwm.com
Client types

Overview

Beyond Wealth Management Group, LLC, founded in February 2017 and based in New Paltz, NY, is a boutique RIA led by Christopher Charles Drouin. Managing between $65 million and $107 million in discretionary assets across several hundred retail client accounts, the firm delivers personalized advisory services. It crafts tailored investment strategies grounded in each client’s goals, risk tolerance, time horizon, and tax context. With a strong focus on fiduciary responsibility and independent advice, Beyond Wealth fosters long-term relationships through transparent and customized portfolio guidance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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