DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

FUTURE YOU WEALTH

FUTURE YOU WEALTH LLC, CRD 305173

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7d72a32-dc30-7143-d295-28496b64827e

Data as of Apr 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 0
Observed: Oct 14, 2021 to Apr 15, 2025
16 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $178MItem 5.F on the latest filing (2025-04-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $178M
Private client RAUM: $177MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 894
Individual clients: 258
High net worth clients: 57
SEC number: 801-122696
CRD: 305173
Filings on the tape: 16
First filed: Oct 14, 2021
Latest filed: Apr 15, 2025
Organised: Limited Liability Company, NY
Website: futureyouwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STERLING, DANIEL, RYAN	Founder	E	yes	10/2019	Oct 14, 2021	Dec 2, 2024
STERLING, LAUREN, DEBRA	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Sep 10, 2024	Dec 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Apr 15, 2025	$178M	$178M	4	4	n/a	n/a
2023	Jan 17, 2024	$101M	$101M	2	2	n/a	n/a
2022	Jan 10, 2023	$52.0M	$52.0M	1	1	n/a	n/a
2021	Jan 10, 2022	$46.2M	$46.2M	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$178M	$101M	76.0%	$46.2M	56.7%	4	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NERDWALLET WEALTH PARTNERS, LLC	4	Jul 31, 2025	Aug 20, 2025	NEW YORK, NY	Firm absorbed	RIA to RIA	100.0%

Relationships

Moved with (1)

→ NERDWALLET WEALTH PARTNERS, LLCRegistered adviser4 advisors, firm absorbed, same day
Jul 31, 2025 to Aug 20, 2025factForm ADV

Registered with (4)

← DANIEL RYAN STERLINGAdvisorregistration: previous registration
Oct 7, 2020 to Jul 31, 2025factForm ADV
← LAUREN DEBRA STERLINGAdvisorregistration: previous registration
May 9, 2024 to Jul 31, 2025factForm ADV
← WILLIAM AMBROSE TOCZYLOWSKIAdvisorregistration: previous registration
Nov 18, 2024 to Jul 31, 2025factForm ADV
← James Timothy BashallAdvisorregistration: previous registration
Nov 2, 2023 to Jul 31, 2025factForm ADV

Controls (2)

← STERLING, DANIEL, RYANOwnerFOUNDER, ownership code E, individual
Oct 14, 2021 to Dec 2, 2024factForm ADV
← STERLING, LAUREN, DEBRAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 10, 2024 to Dec 2, 2024factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
Future You Wealth no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $177.8M)
Form ADVobserved 5 days ago
$178M
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 5 days ago
4 advisors
Occurred
Jul 31, 2025
Advisor changed firm
William Ambrose Toczylowski left Future You Wealth for Nerdwallet Wealth Partners, Llc (registered 2025-08-11)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2025
Advisor changed firm
James Timothy Bashall left Future You Wealth for Nerdwallet Wealth Partners, Llc (registered 2025-08-20)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2025
Advisor changed firm
Lauren Debra Sterling left Future You Wealth for Nerdwallet Wealth Partners, Llc (registered 2025-08-06)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2025
Advisor changed firm
Daniel Ryan Sterling left Future You Wealth for Nerdwallet Wealth Partners, Llc (registered 2025-08-11)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Control person joined
Debra Lauren Sterling (Chief Compliance Officer) appeared on Schedule A of Future You Wealth
Form ADVobserved 5 days ago
Occurred
Oct 14, 2021
First Form ADV filing
Future You Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7d72a32-dc30-7143-d295-28496b64827e
First observed: Oct 14, 2021
Last observed: Apr 15, 2025 17 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.

FUTURE YOU WEALTH

FUTURE YOU WEALTH LLC, CRD 305173

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7d72a32-dc30-7143-d295-28496b64827e

Data as of Apr 15, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STERLING, DANIEL, RYAN

Founder

yes

10/2019

Oct 14, 2021

Dec 2, 2024

STERLING, LAUREN, DEBRA

CHIEF COMPLIANCE OFFICER

yes

08/2024

Sep 10, 2024

Dec 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 15, 2025

$178M

n/a

2023

Jan 17, 2024

$101M

n/a

2022

Jan 10, 2023

$52.0M

n/a

2021

Jan 10, 2022

$46.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$178M

$101M

76.0%

$46.2M

56.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NERDWALLET WEALTH PARTNERS, LLC

Jul 31, 2025

Aug 20, 2025

NEW YORK, NY

Firm absorbed

RIA to RIA

100.0%