FUTURE YOU WEALTH LLC
Legal name: FUTURE YOU WEALTH
CRD #305173 SEC #801-122696 NEW YORK, NY (917) 397-6531
SEC Registered
Total AUM
$177.8M
Discretionary
$177.8M
Employees
4
Clients
251
Accounts
894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $177.8M | $177.8M | $0 | 4 | 0 |
| Apr 2025 | $177.8M | $177.8M | $0 | 4 | 0 |
| Jan 2025 | $177.8M | $177.8M | $0 | 4 | 0 |
| Dec 2024 | $101M | $101M | $0 | 4 | 0 |
| Nov 2024 | $101M | $101M | $0 | 4 | 0 |
| Sep 2024 | $101M | $101M | $0 | 3 | 0 |
| May 2024 | $101M | $101M | $0 | 3 | 0 |
| May 2024 | $101M | $101M | $0 | 2 | 0 |
| Jan 2024 | $101M | $101M | $0 | 2 | 0 |
| Nov 2023 | $52M | $52M | $0 | 2 | 0 |
| Oct 2023 | $52M | $52M | $0 | 1 | 0 |
| Sep 2023 | $52M | $52M | $0 | 1 | 0 |
| Jan 2023 | $52M | $52M | $0 | 1 | 0 |
| Aug 2022 | $46.2M | $46.2M | $0 | 1 | 0 |
| May 2022 | $46.2M | $46.2M | $0 | 1 | 0 |
| Jan 2022 | $46.2M | $46.2M | $0 | 1 | 0 |
| Oct 2021 | $27.4M | $27.4M | $0 | 1 | 6 |
DateApr 2025
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees1
Clients6