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FUTURE WEALTH LLC

CRD 283911

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235 OAK MEADOW DRIVE, LOS GATOS, CA, 95032, United States

Phone

408-839-4430

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$75.6M

Discretionary AUM

$75.6M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals6$2.8M
High net worth individuals23$72.8M

All web addresses on file

Official SEC filing: View on IAPD