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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Future You Wealth LLC
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|---|---|
| CRD # | 305173 |
| SEC # | 801-122696 |
| CIK # | 0002055142 |
| AUM | $177.8 M (2025-04-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 917-397-6531 |
| Address | 200 Vesey Street New York, NY 10281 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.3 | ||
| Apple Inc | 2.0 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 1.8 | ||
| Facebook Inc | 1.3 | ||
| Amazon Com Inc | 1.1 | ||
| SPDR Gold Trust | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 66.7 |
| (b) Individuals (high net worth individuals) | 57 | 109.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 177.8 |
| By Discretionary | ||
| Discretionary | 894 | 177.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 894 | 177.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 176.3 | |
| Total | 894 | 177.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055142] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J2 Capital Management Inc
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|
MI | 0.2 |
|
Garland Capital Management Inc
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|
WA | 0.2 |
|
White Knight Strategic Wealth Advisors LLC
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|
NJ | 0.2 |
|
Planning Works Advisory Inc
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|
TX | 0.2 |
|
Golden Bell Financial Planning LLC
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|
0.2 | |
|
Diazo LLC
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|
NV | 0.2 |
|
NorthStar Financial Advisors Inc
✚
|
0.2 | |
|
Rivertree Advisors LLC
✚
|
FL | 0.2 |
|
Gehrig Capital Management Inc
✚
|
IN | 0.2 |
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |