RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDERE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDERE Control
STERLING, DANIEL, RYANIFOUNDERE Control
STERLING, DANIEL, RYANIFOUNDER AND CCOE Control
STERLING, DANIEL, RYANIFOUNDERE Control
STERLING, DANIEL, RYANIFOUNDERE Control
STERLING, DANIEL, RYANIFOUNDERE Control

Registrations

Federal

IA
Apr 8, 2025 REGISTERED

Notice Filings (13)

CA CT FL GA IL MA NC NH NJ NY OH PA TX

Address

200 VESEY STREET
24TH FLOOR
NEW YORK, NY 10281
United States
Phone: (917) 397-6531