SourcingSourcing

FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

B57
CRD 291484·SEC 801-112274·CINCINNATI, OH
AUM
$193.4M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$580K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD
291484
SEC file #
801-112274
EIN
—
DBA names
—

Economics

AUM
$193.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.8M → $193.4M▲ +69%
Client mix
Individuals Other160
Individuals High Net Worth58

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
future-financial.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINICH, DENNIS, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARINICH, DENNIS, PAUL
MARINICH, DENNIS, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FUTURE-FINANCIAL.NET
Rdap Domain Creation Date
2016-03-01T23:00:39Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-01T23:00:39Z
Rdap Domain Last Changed
2026-02-24T13:18:05Z
Rdap Nameservers
Emma.ns.cloudflare.comIan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1010011
Trust Company Affiliate
No

People (2)

2
MARINICH, DENNIS, PAUL
IAR · Direct Owner · 62.5%
2940858
MARINICH, DENNIS, PAUL
IAR · Direct Owner · 62.5%
1010011