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Future You Wealth LLC

CRD 305173SEC# 801-122696New York, NY
Export (members)
No longer SEC-registered. Future You Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$177.8M
Employees
4
Accounts
894
Location
New York, NY

Future You Wealth LLC assets under management

Future You Wealth LLC is an investment advisory firm registered with the SEC based in New York, NY. It reports $177.8 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Future You Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Ryan Sterling ControlFounderOver 75%2019
Lauren Debra Sterling ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Future You Wealth LLC manage?

Future You Wealth LLC reports $177.8 million in regulatory assets under management on its Form ADV.

How many employees does Future You Wealth LLC have?

Future You Wealth LLC reports 4 employees.

Where is Future You Wealth LLC located?

Future You Wealth LLC is based in New York, NY.

Does Future You Wealth LLC disclose fund performance?

Future You Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Vesey Street, 24th Floor, New York, NY 10281
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$177.8M
Non-discretionary$0
Total (RAUM)$177.8M