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FUTU WEALTH ADVISORS, INC.

PALO ALTO, CA · CRD 310790 · IAPD ↗ · futufa.com · 650-798-5700

$0Regulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — FUTU WEALTH ADVISORS, INC. (PALO ALTO, CA) left the SEC roster (was $0 RAUM, 1 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

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