FUTR Wealth Management LLC

FUTR Wealth Management is an SEC‑registered advisory firm that offers financial planning and portfolio management and provides advice across a broad set of instruments, including mutual funds, equities, ETFs, real estate funds, venture capital funds, private placements and commodities. Although the ADV lists individuals, high‑net‑worth individuals and business entities as client types, the firm’s filing reports no assets under management and no client accounts as of December 2025.

The firm states it prepares an Investment Policy Statement for each engagement and employs multiple methods of analysis—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—to design and monitor portfolios. Its stated strategy universe includes long- and short‑term trading, short sales, options and exposure to illiquid and alternative investments, while the brochure also discloses that it does not trade client accounts or exercise discretionary authority, which may affect how those strategies are implemented for clients.

Notable items in the filing include the reporting of zero AUM and no custody, a practice of collecting a modest recurring planning fee (paid via bank transfer or Zelle) while not accepting performance‑based or wrap fees, and an explicit Code of Ethics and allocation policy that addresses fair distribution of limited investment opportunities such as IPOs. The brochure also identifies an uncommon custodian preference for retail platforms (Robinhood and Public) and a willingness to use early‑stage and private investments, which together distinguish its stated capabilities from many peers in the investment‑manager category.