Future You Wealth LLC
Future You Wealth LLC was a fee-only investment adviser headquartered in New York, NY, serving primarily individual investors and high-net-worth individuals with fiduciary wealth management and financial planning. As of April 2025, its assets under management were $177.8 million and it employed four staff, all focused on advisory roles. Client testimonials suggest a highly personalized, values-based approach. As of 2024-2025, client assets and operations appear to have been acquired by NerdWallet Wealth Partners.
Investment Strategy
Future You Wealth LLC provided individualized investment management rooted in the client’s personal wealth plan, emphasizing fiduciary advice, low-cost diversified portfolios based on risk tolerance and values, and tax-loss harvesting strategies. Their approach prioritized clarity, goal-setting, comprehensive financial planning, and ongoing coaching to align short- and long-term objectives. They charged a maximum all-in fee of 0.9%, generally lower than industry averages, and tailored advice for both standard and high-net-worth clients.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 31.30% | $57.6M | 92,851 | $585.79 | $620.90 | +$5.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.00% | $18.4M | 323,288 | $49.56 | $57.01 | +$4.2M |
D DLN | WISDOMTREE TR | 8.51% | $15.7M | 190,803 | $78.31 | $82.14 | +$1.3M |
S SHV | ISHARES TR | 8.05% | $14.8M | 134,271 | $110.14 | $110.42 | +$554.0K |
V VTI | VANGUARD INDEX FDS | 6.14% | $11.3M | 37,173 | $289.81 | $303.93 | +$125.1K |