Jpc Wealth Management, Inc.
● SEC registered since 2002CRD 120267SEC# 801-61096Petaluma, CA
Reg. AUM
$312.7M
Employees
3
Accounts
502
Location
Petaluma, CA
Jpc Wealth Management, Inc. assets under management
Jpc Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Petaluma, CA. The firm has been registered since 2002. It reports $312.7 million in regulatory assets under management and employs 3 people.
Jpc Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Patrick Curran Control | President/Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Jpc Wealth Management, Inc. manage?
Jpc Wealth Management, Inc. reports $312.7 million in regulatory assets under management on its Form ADV.
How many employees does Jpc Wealth Management, Inc. have?
Jpc Wealth Management, Inc. reports 3 employees.
Where is Jpc Wealth Management, Inc. located?
Jpc Wealth Management, Inc. is based in Petaluma, CA and has been SEC-registered since 2002.
Does Jpc Wealth Management, Inc. disclose fund performance?
Jpc Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19 Keller Street, Petaluma, CA 94952 |
| Phone | (650) 463-0200 |
| Fax | (650) 325-9244 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$312.7M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$312.7Mregulatory AUM
Discretionary $312.7M