# Jaywant Srivatsa

> Jaywant Srivatsa is a fee-only financial advisor at Future Wealth in Los Gatos, California. Jaywant charges a percentage of assets (0.5%–0.7% a year of assets managed and a $100,000 asset minimum) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/jaywant-srivatsa/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Future Wealth
- **Based in:** Los Gatos, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–0.7% a year of assets managed; a $100,000 asset minimum
- **Assets under management (firm):** $75.6M across 147 accounts
- **Specialties:** Small business owners
- **CRD:** 4776171 (https://adviserinfo.sec.gov/individual/summary/4776171)
- **SEC registration:** Investment adviser representative in CA, FL, TX
- **Exams passed:** Series 63 (2004), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.futurewealthllc.com

## Frequently asked questions

### Is Jaywant Srivatsa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jaywant holds no broker registration, and Future Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jaywant charge for financial advice?

Jaywant charges a percentage of assets.

### How much does Jaywant charge?

According to Future Wealth's website, checked October 30, 2026: 0.5%–0.7% a year of assets managed; a $100,000 asset minimum.

### Where is Jaywant Srivatsa based?

Jaywant Srivatsa is based in Los Gatos, California.

### What does Jaywant specialize in?

Jaywant's specialties include small business owners.

### Is Jaywant Srivatsa registered with the SEC?

Yes. Jaywant Srivatsa is registered as an investment adviser representative in CA, FL and TX (CRD 4776171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Future Wealth manage?

Future Wealth reports $75.6M across 147 accounts in assets under management.

### How do I contact Jaywant Srivatsa?

Through Jaywant's website, www.futurewealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4776171): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://futurewealthllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.