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| Keyboard |
| Future Financial Wealth Management Group LLC
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|---|---|
| CRD # | 291484 |
| SEC # | 801-112274 |
| CIK # | |
| AUM | 193.4 M (2026-01-23) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 513-817-3131 |
| Address | 7817 Cooper Road, Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 47.3 |
| (b) Individuals (high net worth individuals) | 58 | 146.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 193.4 |
| By Discretionary | ||
| Discretionary | 595 | 193.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 193.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.4 | |
| Total | 595 | 193.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital and Planning LLC
✚
|
GA | 193.9 M |
|
Tetley Investments LLC
✚
|
IL | 193.9 M |
|
Sandia Wealth Management LLC
✚
|
NM | 193.5 M |
|
Balanced Rock Investment Advisors LLC
✚
|
MA | 193.2 M |
|
3 Factor Indexing LLC
✚
|
193.2 M | |
|
Elemental Capital Partners LLC
✚
|
193.1 M | |
|
East Guilford Financial Services LLC
✚
|
CT | 193.1 M |
|
High Point Wealth Management LLC
✚
|
NJ | 192.9 M |
|
Fulcrum Equity Management LLC
✚
|
TX | 192.8 M |
|
Setchfield Associates LLC
✚
|
FL | 192.8 M |