Future Wallet
3yrs
3 years in the industry
Future Wallet
Location not listed. Legal name: Future Wallet LLC
About the firm
A registered investment advisory firm. It manages about $3.22 million. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$3.22 million
Individual clientsNot stated
Median years of experience3
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Advisors at Future Wallet
1Advisors
3Median years of experience
1States with offices
–Offices
Also known as
Future Wallet LLC
About Future Wallet
How do I contact Future Wallet?
Call the main office at (510) 859-3573. The main office is at , .
How is Future Wallet paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Future Wallet offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Future Wallet?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.