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Family Wealth Consultants, Inc. CRD 128494
$16.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1541 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Consultants, Inc. | San Jose | CA | 06/1999 | Present |
| Fourstar Wealth Advisors, Llc | San Jose | CA | 09/2022 | Present |
1)FAMILY WEALTH CONSULTANTS, INC.; INVESTMENT RELATED; SAN JOSE, CA; RIA PRIVATE FD MGMT; OWNER; 1998; 130HRS; DUE DILIGENCE; FUND ADMINSTRATION; PORFOLIO MANAGER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-25 |
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