Future Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides customized financial planning and discretionary portfolio management primarily to individuals and high‑net‑worth clients, and also advises small businesses on retirement plans while offering educational workshops. Services described in the brochure include cash‑flow and debt analysis, retirement and education planning, risk management reviews, investment consultation, and both broad‑based and modular planning engagements.
Its investment approach blends fundamental, technical, cyclical and charting analyses and uses a building‑block, Core+Satellite framework to construct portfolios from ETFs, mutual funds, individual equities, fixed income and SMA/UMA managers. The firm cites Modern Portfolio Theory as a foundation but places additional emphasis on scenario analysis, stress testing and tail‑risk management, employing both active and passive strategies and considering account tax status and client constraints in portfolio design.
Noteworthy for an independent, single‑advisor practice, the brochure indicates the firm serves a substantial non‑U.S. client base and therefore explicitly incorporates foreign‑security, currency and emerging‑market considerations and may register or meet exemptions in other jurisdictions to conduct advisory business. The firm’s leadership is presented as having multiple advanced quantitative and business degrees and also operates a separate software venture, details the brochure discloses and says do not create conflicts with the advisory practice.
Client services
Expertise
Fee options
Active portfolio management fixed fees range from $500 to $1,000; one-time $500 fee to establish passive portfolio account.
$100,000 - $200,000: $2,000 fixed annual fee $200,001 - $300,000: $3,000 fixed annual fee $300,001 - $900,000: $6,000 fixed annual fee $900,001 - $3,000,000: 0.70% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001 - $8,500,000: 0.55% annually $8,500,001 - $10,000,000: 0.53% annually $10,000,001+: 0.50% annually $50,000 - $500,000: 0.25% annually (passive portfolio management) $500,001 - $1,000,000: 0.20% annually (passive portfolio management) $1,000,001+: 0.15% annually (passive portfolio management)
Account minimum: $50,000 Minimum fee: Active portfolio management fixed fees range from $500 to $1,000; one-time fee of $500 to establish passive portfolio account.
Main office
235 Oak Meadow Drive
Los Gatos CA 95032
Advisors at this office
1
Most active in
California · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")