SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Beyond Wealth
Overland Park, KS
Castlebar Asset Management, LLC, CRD 162231
Firm filing updated May 8, 2026 ·
- $122.5MAssets
- 3Advisory staff
- 491Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals116
- High net worth individuals31
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 116 | $61.7 million |
| High net worth individuals | 31 | $57.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $3.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$122.5 million
- Accounts491
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Castlebar Asset Management, LLC SEC-registered investment advisor. CRD 162231, SEC file 801-135840.
- Registered with the SEC as an investment advisor (status date on record: April 14, 2026).
Is Beyond Wealth a fiduciary?
Short answer: Beyond Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.