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FAMILY WEALTH CONSULTANTS, INC.
CRD 128494 · SEC 801-126223
1541 THE ALAMEDA, SAN JOSE, CA, 95126, United States
Phone
408-453-2220
Fax
408-351-9335
Registration
— (—)
Source
State registered
Total AUM
$16.8M
Discretionary AUM
$16.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $16.8M |
All web addresses on file
Official SEC filing: View on IAPD