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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, CRAIG, LEE | I | PRESIDENT/CCO | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CCO | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, CRAIG, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 28, 2022 REGISTERED
Notice Filings (1)
CA
Address
1541 THE ALAMEDASAN JOSE, CA 95126
United States
Phone: 408-453-2220