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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-15-2016
- Office Locations
- 1
Office Locations
About Future Wealth LLC
Future Wealth LLC is a Los Gatos, CA fee-only, no-commission fiduciary providing financial planning and investment advisory services to individuals and small businesses. The firm builds customized portfolios aligned to each client’s plan and helps manage household assets across taxable brokerage, IRAs, 401(k)s, and 529 accounts. Portfolios commonly use public funds and ETFs, with custody through major platforms such as Charles Schwab and TD Ameritrade.
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
JAYWANT SRIVATSA
Analyst, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4776171
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,588,270 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,588,270 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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