CINCINNATI, OHCRD 291484Latest ADV January 23, 2026
Future Financial Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated January 23, 2026, reports $193M in regulatory assets under management, 4 employees, 1 office, and 595 accounts.
Assets Under Management
$193M
Employees
4
Offices
1 office
Total Clients
218
Primary office
CINCINNATI, OH
7817 COOPER ROAD, SUITE D, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
160
2
HNWI
26.6%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of January 23, 2026
Discretionary100.0%
$193M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts595
10Y AUM Change+$193M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.