Future You Wealth LLC
CRD 305173SEC# 801-122696New York, NY
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.
Future You Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Ryan Sterling Control | Founder | Over 75% | 2019 |
| Lauren Debra Sterling Control | Chief Compliance Officer | Under 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
| Address | 200 Vesey Street, 24th Floor, New York, NY 10281 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$177.8MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$177.8Mregulatory AUM
Discretionary $177.8M