Future Wealth LLC
Future Wealth LLC (CRD# 283911) is a financial advisory firm headquartered in Los Gatos, CA. They manage $46,341,227 in 131 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$353,750
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, TX
Financial Advisors at Future Wealth LLC
1
Jaywant Srivatsa (CRD# 4776171) is an Investment Advisor Representative working at Future Wealth LLC in Monte Sereno, CA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.