# FAMILY WEALTH CONSULTANTS, INC.

FAMILY WEALTH CONSULTANTS, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128494
- Type: SEC-registered investment adviser
- SEC file number: 801-126223
- 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128494/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128494/similar
- Related entities: https://search.stillhousedata.com/firm/128494/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128494

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.