Firm Documents
Client Relationship Summary (Form CRS)
Form CRS is a brief relationship summary designed to help retail investors understand the nature of their relationship with their investment advisor. It provides high-level information about the services we offer, our fees, our conflicts of interest, and our disciplinary history. This document is part of an SEC requirement to ensure you have the information necessary to make an informed decision about working with us.
Form ADV Part 2A Brochure
For a deep dive into our operations, we provide our Form ADV Part 2A. This comprehensive brochure offers a detailed look at FUTR Wealth Management LLC, including our investment philosophies, specific fee schedules, and the educational backgrounds of our team. It is designed to provide prospective and existing clients with a full understanding of our business practices and any potential conflicts of interest.
Form ADV Part 2B Brochure Supplement
While our Firm Brochure describes how we operate as a company, Form ADV Part 2B introduces you to the people behind the advice. These “Brochure Supplements” provide details on the specific individuals managing your accounts, including their educational background, professional experience, and any certifications they hold. We believe you should know exactly who is sitting across the table from you.
For additional information regarding FUTR Wealth Management LLC please contact us directly or visit AdviserInfo.SEC.gov