FAMILY WEALTH CONSULTANTS, INC.
CRD #128494 SEC #801-126223 SAN JOSE, CA 408-453-2220
SEC Registered Private Funds
Total AUM
$115.3M
Discretionary
$38.2M
Employees
6
Clients
51
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $44.4M | $28.8M | $15.6M | 3 | 4 |
| Oct 2022 | $115.3M | $38.2M | $77.1M | 6 | 4 |
| Jun 2022 | $115.3M | $38.2M | $77.1M | 6 | 4 |
| Jun 2012 | $70.6M | $4.7M | $65.9M | 1 | 26 |
| Jun 2012 | $70.6M | $4.7M | $65.9M | 1 | 26 |
| May 2012 | $70.6M | $4.7M | $65.9M | 1 | 26 |
| Mar 2012 | $70.6M | $4.7M | $65.9M | 1 | 26 |
| Mar 2010 | $73M | $0 | $73M | 5 | -- |
| Mar 2008 | $93.6M | $600K | $93M | 5 | -- |
| Mar 2007 | $86.8M | $86.8M | $0 | 5 | -- |
| Mar 2006 | $65M | $0 | $65M | 5 | -- |
| Nov 2005 | $53M | $0 | $53M | 5 | -- |
| May 2004 | $35M | $0 | $35M | 5 | -- |
DateDec 2022
Total AUM$44.4M
Discretionary$28.8M
Non-Disc.$15.6M
Employees3
Clients4
DateOct 2022
Total AUM$115.3M
Discretionary$38.2M
Non-Disc.$77.1M
Employees6
Clients4
DateJun 2022
Total AUM$115.3M
Discretionary$38.2M
Non-Disc.$77.1M
Employees6
Clients4
DateJun 2012
Total AUM$70.6M
Discretionary$4.7M
Non-Disc.$65.9M
Employees1
Clients26
DateJun 2012
Total AUM$70.6M
Discretionary$4.7M
Non-Disc.$65.9M
Employees1
Clients26
DateMay 2012
Total AUM$70.6M
Discretionary$4.7M
Non-Disc.$65.9M
Employees1
Clients26
DateMar 2012
Total AUM$70.6M
Discretionary$4.7M
Non-Disc.$65.9M
Employees1
Clients26
DateMar 2010
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees5
Clients--
DateMar 2008
Total AUM$93.6M
Discretionary$600K
Non-Disc.$93M
Employees5
Clients--
DateMar 2007
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateNov 2005
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees5
Clients--
DateMay 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--