Jaywant Srivatsa
Future Wealth · Los Gatos, California
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.
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Specialties
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 | $75.6M across 147 accounts |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 4776171 |
| Exams passed | Series 63 (2004) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.futurewealthllc.com |
How Jaywant's firm compares
- Future Wealth's average account is about $514,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Jaywant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Future Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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