BEYOND WEALTH MANAGEMENT, LLC
Contact Info
BRAD MORGAN
4900 MEADOWS RD, LAKE OSWEGO, OH 97035
Registration Details
- Filing Number
- 5615204
- Entity Type
- LLC
- State
- Ohio (OH)
- City
- LAKE OSWEGO
- ZIP Code
- 97035
- Formation Date
- 2026-05-19
- Status
- active
- Registered Agent
- BRAD MORGAN
- Principal Address
- 4900 MEADOWS RD
- SOS Filing
- View on SOS
Inferred Industry
Industry inferred from business name keywords. This business likely operates in the consulting sector.
Why This Matters
A new LLC in the consulting industry typically needs:
- Professional liability insurance
- Business formation docs
- CRM software
- Invoicing & accounting
- Virtual office services
- Website builder
Businesses in this industry are actively purchasing these services within their first 30 days.
Local Business Landscape
LAKE OSWEGO currently has 2 registered businesses in our database. The most common industry for new businesses in LAKE OSWEGO is consulting.
Ohio has seen 453 new consulting businesses recently, with AUSTIN leading the state in this industry.BEYOND WEALTH MANAGEMENT, LLC was one of 3172 businesses formed in Ohio during the same week.
Frequently Asked Questions
What does it mean that BEYOND WEALTH MANAGEMENT, LLC is a new LLC?
BEYOND WEALTH MANAGEMENT, LLC filed as a Limited Liability Company (LLC) with the Ohio Secretary of State on May 19, 2026. An LLC provides personal liability protection while offering tax flexibility — it's the most popular structure for new small businesses.
What services does a new consulting business typically need?
New consulting businesses in Ohio typically need to secure Professional liability insurance, Business formation docs, CRM software within their first 30 days. The average new LLC spends its first month setting up banking, insurance, and operational tools.
How can I verify BEYOND WEALTH MANAGEMENT, LLC's registration?
You can verify this registration directly through the Ohio Secretary of State website using filing number 5615204. Click the "View on SOS" link above to access the official filing.
Is BEYOND WEALTH MANAGEMENT, LLC currently active?
Yes, BEYOND WEALTH MANAGEMENT, LLC shows an active/good standing status as of our last data update. This means the entity is current on its filings and authorized to conduct business in Ohio.