FUTURE YOU WEALTH LLC

FUTURE YOU WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 305173). Regulatory assets under management: $177.8M.

Registration

• CRD: 305173
• SEC file number: 801-122696
• Type: Registered investment adviser
• Location: 200 VESEY STREET, 24TH FLOOR, NEW YORK, NY, 10281
• Phone: (917) 397-6531
• Latest filing: 2025-04-15
• Regulatory AUM: $177.8M
• Discretionary AUM: $177.8M
• Clients: 4
• Accounts: 894

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search