← Tributary

FUTURE YOU WEALTH

NEW YORK, NY · CRD 305173 · IAPD ↗ · futureyouwealth.com · (917) 397-6531

$177.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — FUTURE YOU WEALTH (NEW YORK, NY) left the SEC roster (was $177.8M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
44
February 2025 — FUTURE YOU WEALTH notice-filed in FL, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — FUTURE YOU WEALTH reported RAUM up 76% ($101.0M -> $177.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — FUTURE YOU WEALTH notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
October 2024 — FUTURE YOU WEALTH reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
June 2024 — FUTURE YOU WEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — FUTURE YOU WEALTH reported RAUM up 94% ($52.0M -> $101.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.