# Family Wealth Consultants, Inc.

> Family Wealth Consultants, Inc. is a state-registered investment advisory firm in San Jose, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 128494
- Filed as: FAMILY WEALTH CONSULTANTS, INC.
- Also doing business as: THE FAMILY WEALTH CONSULTING GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128494
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-consultants-inc-san-jose-ca-128494

## Quick answers

**How is Family Wealth Consultants, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Wealth Consultants, Inc. located?**
Family Wealth Consultants, Inc.'s principal office is in San Jose, CA, according to its Form ADV.

**Is Family Wealth Consultants, Inc. registered with the SEC or a state?**
Family Wealth Consultants, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 128494.

**How much does Family Wealth Consultants, Inc. manage?**
Family Wealth Consultants, Inc. reports $16,751,278 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Family Wealth Consultants, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Family Wealth Consultants, Inc.: Regulatory assets under management: $115,304,397 in the October 2022 data and $16,751,278 in the October 2026 data, down 85%. Total employees: 6 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Wealth Consultants, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Family Wealth Consultants, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128494

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $16,751,278
- Discretionary: $16,751,278
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $16,751,278 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fwcg.net](https://fwcg.net)
- [fwcgfunds.net](https://fwcgfunds.net)
- [legacyplanningacrossgenerations.net](https://legacyplanningacrossgenerations.net)
- LinkedIn @family-wealth-consulting-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,304,397 | 6 | June 28, 2022 |
| October 2026 | $16,751,278 | 3 | March 25, 2026 |

Regulatory assets under management: $115,304,397 in the October 2022 data and $16,751,278 in the October 2026 data, down 85%.
Total employees: 6 in October 2022 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Consultants, Inc. (CRD 128494): Form ADV filing data as of October 2026.