Family Wealth Consultants, Inc.

Overview

Family Wealth Consultants, Inc. is a California-registered, privately held corporate advisory firm that operates as an independent RIA and other fund provider. The firm functions as a capital allocator and serves an institutional client base while also providing portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is active as an adviser, sponsor, general partner, and managing member of pooled vehicles, indicating it both places capital with external managers and sponsors its own funds. It does not identify as an ESG-focused investor and does not advertise multi-state adviser status or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices