Family Wealth Consultants, Inc.
- Regulatory AUM
- $16.8M
- Discretionary
- $16.8M
- Clients
- 2
- Avg AUM / client
- $8.4M
- Accounts
- 2
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $16.8M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2022 · $14.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fwcg Opportunity Fund, Lp | Other Private Fund | Delaware | $8.5M | 42 |
| Diversified Alternative Income Fund, Lp | Other Private Fund | Delaware | $6.0M | 37 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Lee Martin | President/Chief Compliance Officer | CFP Chartered Financial Consultant | Sep 2003 (23y) | 75% or more |
| Peggy Dessert Martin | Registered representative | Chartered Financial Consultant | Aug 2005 (21y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $14.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fwcg Opportunity Fund, Lp | Other Private Fund | $8.5M | $50.0K | 42 |
| Diversified Alternative Income Fund, Lp | Other Private Fund | $6.0M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $8.8M (20% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗