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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FAMILY WEALTH CONSULTANTS, INC.

CRD 128494

SAN JOSE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:334b2f94-2c82-ef2b-2667-9a6e9dc293ed

Data as of Dec 9, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Dec 9, 2022
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $44.4MItem 5.F on the latest filing (2022-12-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28.8M
Private client RAUM: $29.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $22.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 83
Individual clients: 39
High net worth clients: 14
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $14.5Mgross asset value as reported per fund; never fund size
Custody, client assets: $14.5M
SEC number: 801-126223
CRD: 128494
Filings on the tape: 8
First filed: Mar 27, 2012
Latest filed: Dec 9, 2022
Organised: Corporation, California

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PEGGY DESSERT MARTIN	Chartered Financial Consultant	CHICAGO, IL \| SAN JOSE, CA	21	28	2	no
CRAIG LEE MARTIN	Certified Financial Planner\|Chartered Financial Consultant	CHICAGO, IL \| SAN JOSE, CA	1	31	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FWCG OPPORTUNITY FUND, LP	Other Private Fund	$8.5M	Dec 9, 2022	42	Mar 27, 2012	reported	021-150557
DIVERSIFIED ALTERNATIVE INCOME FUND, LP	Other Private Fund	$6.0M	Dec 9, 2022	37	Jun 28, 2022	reported	021-259333

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTIN, CRAIG, LEE	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	09/2003	Mar 27, 2012	Dec 9, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FOURSTAR WEALTH ADVISORS, LLC	n/a	Independent wealth	$1.4B	N	no	n/a
FWCG OPPORTUNITY FUND MANAGER, LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 27, 2012	$70.6M	$4.7M	n/a	n/a	n/a	1	$4.7M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$44.4M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Registered with (4)

← CRAIG LEE MARTINAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← PEGGY DESSERT MARTINAdvisorregistration: current employment
Aug 3, 2005 to presentfactForm ADV
← Joseph Chuo-Ju KuoAdvisorregistration: previous registration
Mar 5, 2021 to Jun 17, 2021factForm ADV
← HILARY MARTIN HENDERSHOTTAdvisorregistration: previous registration
Sep 8, 2008 to Oct 20, 2014factForm ADV

Affiliated with (1)

→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserother investment adviser
factForm ADV

Advises (2)

→ DIVERSIFIED ALTERNATIVE INCOME FUND, LPPrivate fundOther Private Fund, IA
Jun 28, 2022 to presentfactForm ADV
→ FWCG OPPORTUNITY FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2012 to presentfactForm ADV

Controls (1)

← MARTIN, CRAIG, LEEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2012 to presentfactForm ADV

Dated events

Occurred
Jun 28, 2022
First Form ADV filing
Family Wealth Consultants, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:334b2f94-2c82-ef2b-2667-9a6e9dc293ed
First observed: Mar 27, 2012
Last observed: Dec 9, 2022 46 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAMILY WEALTH CONSULTANTS, INC.

CRD 128494

SAN JOSE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:334b2f94-2c82-ef2b-2667-9a6e9dc293ed

Data as of Dec 9, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PEGGY DESSERT MARTIN

Chartered Financial Consultant

CHICAGO, IL | SAN JOSE, CA

CRAIG LEE MARTIN

Certified Financial Planner|Chartered Financial Consultant

CHICAGO, IL | SAN JOSE, CA

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FWCG OPPORTUNITY FUND, LP

Other Private Fund

$8.5M

Dec 9, 2022

Mar 27, 2012

reported

021-150557

DIVERSIFIED ALTERNATIVE INCOME FUND, LP

Other Private Fund

$6.0M

Dec 9, 2022

Jun 28, 2022

reported

021-259333

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTIN, CRAIG, LEE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

09/2003

Mar 27, 2012

Dec 9, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOURSTAR WEALTH ADVISORS, LLC

n/a

Independent wealth

$1.4B

n/a

FWCG OPPORTUNITY FUND MANAGER, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 27, 2012

$70.6M

$4.7M

n/a

$4.7M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$44.4M

n/a