Future Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,588,270
Clients
29
79% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$2,606,492
About
The firm provides customized financial planning and discretionary portfolio management primarily to individuals and high‑net‑worth clients, and also advises small businesses on retirement plans while offering educational workshops. Services described in the brochure include cash‑flow and debt analysis, retirement and education planning, risk management reviews, investment consultation, and both broad‑based and modular planning engagements.
Its investment approach blends fundamental, technical, cyclical and charting analyses and uses a building‑block, Core+Satellite framework to construct portfolios from ETFs, mutual funds, individual equities, fixed income and SMA/UMA managers. The firm cites Modern Portfolio Theory as a foundation but places additional emphasis on scenario analysis, stress testing and tail‑risk management, employing both active and passive strategies and considering account tax status and client constraints in portfolio design.
Noteworthy for an independent, single‑advisor practice, the brochure indicates the firm serves a substantial non‑U.S. client base and therefore explicitly incorporates foreign‑security, currency and emerging‑market considerations and may register or meet exemptions in other jurisdictions to conduct advisory business. The firm’s leadership is presented as having multiple advanced quantitative and business degrees and also operates a separate software venture, details the brochure discloses and says do not create conflicts with the advisory practice.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
ESG / Sustainable investing
Fee options
Active portfolio management fixed fees range from $500 to $1,000; one-time $500 fee to establish passive portfolio account.
$100,000 - $200,000: $2,000 fixed annual fee $200,001 - $300,000: $3,000 fixed annual fee $300,001 - $900,000: $6,000 fixed annual fee $900,001 - $3,000,000: 0.70% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001 - $8,500,000: 0.55% annually $8,500,001 - $10,000,000: 0.53% annually $10,000,001+: 0.50% annually $50,000 - $500,000: 0.25% annually (passive portfolio management) $500,001 - $1,000,000: 0.20% annually (passive portfolio management) $1,000,001+: 0.15% annually (passive portfolio management)
Account minimum: $50,000 Minimum fee: Active portfolio management fixed fees range from $500 to $1,000; one-time fee of $500 to establish passive portfolio account.
Main office location
Future Wealth LLC
235 Oak Meadow Drive
Los Gatos CA 95032, United States
Number of offices
1
Most active in
Future Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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