Wealth Beyond Math
10yrs
10 years in the industry
Wealth Beyond Math
Austin, TX. Legal name: Wealth Beyond Math LLC
About the firm
A registered investment advisory firm based in Austin, Texas. It manages about $5.02 million for roughly 10 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$501,639
Assets under management ?$5.02 million
Individual clients10
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Advisors at Wealth Beyond Math
1Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Wealth Beyond Math LLC
About Wealth Beyond Math
How do I contact Wealth Beyond Math?
Call the main office at (512) 316-7298. The main office is at 5900 Balcones Drive #21803, Austin, TX 78731.
How is Wealth Beyond Math paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealth Beyond Math offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Other services.
How many advisors work at Wealth Beyond Math?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.