FAMILY WEALTH CONSULTANTS, INC.
FAMILY WEALTH CONSULTANTS, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 128494). Regulatory assets under management: $16.8M.
Registration
- CRD: 128494
- SEC file number: 801-126223
- Type: Registered investment adviser
- Location: 1541 THE ALAMEDA, SAN JOSE, CA, 95126
- Phone: 408-453-2220
- Latest filing: 2026-03-25
- Regulatory AUM: $16.8M
- Discretionary AUM: $16.8M
- Clients: 3
- Accounts: 2
Business model
Compensation: % of AUM, Performance.
Clients served: High net worth, Investment cos.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Martin Lee | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | Duarte, CA |
More on this firm