Data / Investment advisers / Kansas / Beyond Wealth
Beyond Wealth, Overland Park, KS: $122 million AUM, SEC registered investment adviser
Beyond Wealth is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $122 million in regulatory assets under management in its Form ADV filed May 8, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 162231
- SEC file number
- 801-135840
- SEC status
- Approved, effective April 14, 2026
- Legal name
- Castlebar Asset Management, LLC
- Main office
- 11225 College Blvd Suite 115, Overland Park, KS 66210
- Phone
- (913) 871-7980
- Regulatory AUM
- $122,472,670 in the Form ADV filed May 8, 2026
- Discretionary AUM
- $122,472,670
- Accounts
- 491
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 116 | $61.7 million |
| High net worth individuals | 31 | $57.1 million |
| Corporations or other businesses | Fewer than 5 | $3.7 million |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davis Financial Management, Inc. | Overland Park | $144.6 million | Not listed | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | $140.5 million | Not listed | adviserinfo.sec.gov |
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | $125.2 million | Not listed | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | $124.7 million | 4 | adviserinfo.sec.gov |
| Kompass Kapital Advisors, LLC | Overland Park | $116.6 million | Not listed | adviserinfo.sec.gov |
| Engage Wealth Advisors, LLC | Overland Park | $112.1 million | Not listed | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | $73.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Beyond Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.