Future Perfect Planning, LLC
Future Perfect Planning, LLC is an SEC-registered ria with $44.5M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Future Perfect Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173765, SEC 801-130233, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $44.5M (2026-02-25)
- Firm type
- Ria
- Employees
- 1
- Clients
- 42
- CRD
- 173765
- Ownership
- GUGLIELMETTI, CRISTINA, MARGHERITA
How much AUM does Future Perfect Planning, LLC have?
Future Perfect Planning, LLC reported $44.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Future Perfect Planning, LLC?
Disclosed owners and executives of Future Perfect Planning, LLC include GUGLIELMETTI, CRISTINA, MARGHERITA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.