$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2023
- Office Locations
- 1
Office Locations
-- Walnut Creek CA
About Future Wallet
Future Wallet is a California-registered, fee-only RIA led by founder Beth Williams, focused on financial planning for women in tech. The firm helps clients navigate stock compensation, home-buying decisions, and early-retirement goals through one-time plans or ongoing planning with investment management. It also delivers corporate financial wellness workshops for employers and serves clients nationwide.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$134.0K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Beth Williams
Chief Compliance Officer, FOUNDER
- CRD
- #7835653
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,215,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,215,562 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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