Isabella Hil-Won Tam

Employer firm

Beyond Wealth Advisory LLC CRD 326675

$74.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 06/2023
  Ieq Capital, Llc
  Foster City, CA
• 10/2018 → 12/2020
  Fisher Investments
  San Mateo, CA
• 01/2009 → 09/2018
  C&R Tam Tax Services
  South San Francisco, CA
• 10/2016 → 03/2018
  Depaul University Office Of Student Involvement
  Chicago, IL
• 10/2016 → 05/2017
  Depaul University Office Of Student Involvement
  Chicago, IL
• 09/2014 → 03/2018
  Depaul University
  Chicago, IL
• 06/2023 → Present
  Beyond Wealth Advisory Llc
  S. San Francisco, CA
• 06/2023 → Present
  C&R Tam Tax Services
  South San Francisco, CA

Previous Registrations

• 2023-03-20 → 2023-06-01
  Ieq Capital, Llc
  Foster City, CA

Other Businesses

EMPLOYEE: C&R TAM, TAX SERVICE; TAX PREPARATION (CPA). LOCATED IN SAN FRANCISCO, CA. EMPLOYED SINCE JANUARY 2009. THIS BUSINESS ACTIVITY TAKES APPROXIMATELY 2 HOURS PER WEEK DURING MARKET HOURS. NO INVESTMENT-RELATED SERVICES PROVIDED VIA THE CPA BUSINESS. NO MATERIAL CONFLICTS BEYOND THOSE DISCLOSED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-18

Other Names

• Isabella Hil- Won Tam