This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$263MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$263M

Private client RAUM

$263MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

17

RAUM per advisor

$15.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

23

Advisory employees

11

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,118

Individual clients

647

High net worth clients

47

SEC number

801-133943

CRD

337328

Filings on the tape

8

First filed

Jun 26, 2025

Latest filed

Jul 9, 2026

Organised

Limited Liability Company, DE

Website

tiktok.com

• Occurred

  Jul 31, 2025
  Firm absorbed

  Future You Wealth's advisors moved to Nerdwallet Wealth Partners, LLC (New York, NY): 4 of 4 registered, on the same day

  Form ADVobserved 6 days ago
  4 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a300b1b5-d25f-70f1-0d6f-29233dd32974

First observed

Jun 26, 2025

Last observed

Jul 9, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.