Bank / Wealth / Trust

Updated:

Future You Wealth

Future You Wealth was established in 2019 and operates from New York. The firm is structured as a registered investment adviser, offering investment management...

Future You Wealth logo

Future You Wealth

Future You Wealth was established in 2019 and operates from New York. The firm is structured as a registered investment adviser, offering investment management and financial planning to individuals, high-net-worth clients, and charitable entities. Its founding narrative and named principals are not part of the public record, which is common for small advisory practices that grow through community referrals rather than institutional marketing. The firm's investment posture appears centered on traditional wealth-management services rather than private-market dealmaking. There is no evidence of stage-specific mandates, club deals, or co-investment programs tied to the firm. Scale remains opaque. The firm does not disclose assets under management, total client assets, or team headcount. No additional offices are reported beyond its New York base. Future You Wealth does not appear in industry rankings or publication profiles, and no adjacent vehicles — such as a philanthropic foundation or operating business — are associated with the firm in public records. The absence of a LinkedIn presence and sparse third-party coverage limits what can be independently verified about its growth or organizational structure. From a structural standpoint, the firm's most notable characteristic is its extreme opacity — which in the fragmented RIA market can itself function as a differentiator for clients who prize discretion. This low-visibility posture, while making independent due diligence difficult, is not unusual for a sub-scale New York advisory practice still in its early years.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

Does Future You Wealth invest in private markets or venture capital?

There is no public evidence that Future You Wealth participates in direct private-market transactions, venture capital fund commitments, or real-asset acquisitions. Its regulatory profile and service description align with a traditional wealth-management RIA focused on public-market portfolios and financial planning.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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