← Back to searchVisit website
BEYOND WEALTH
CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231 · SEC 801-135840
11225 COLLEGE BLVD, SUITE 115, OVERLAND PARK, KS, 66210, United States
Phone
913-871-7980
Fax
913-369-7189
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.5M
Discretionary AUM
$122.5M
Team
4 total employees; 3 advisory reps; 145 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $61.7M |
| High net worth individuals | 31 | $57.1M |
States served
KS, OK, MO, TX
All web addresses on file
- https://www.facebook.com/beyondwealth1
- https://twitter.com/AComstockBW
- http://www.beyond-wealth.com
- https://www.linkedin.com/company/beyond-wealth1
- https://www.linkedin.com/in/brandybranstetter/
- https://www.linkedin.com/in/comstockah/
- https://www.facebook.com/andrew.comstock/
- https://www.facebook.com/brandy.s.branstetter
Official SEC filing: View on IAPD