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FUTUREMONEY RIA

MANCHESTER, NH · CRD 329835 · IAPD ↗ · 603-812-0108

$1.6MRegulatory AUM
1Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2024 — FUTUREMONEY RIA's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2024 — FUTUREMONEY RIA (MANCHESTER, NH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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