Napa Wealth Management, Incorporated
CRD 137724SEC# 801-106825Napa, CA
No longer SEC-registered. Napa Wealth Management, Incorporated appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$266.7M
Employees
6
Accounts
571
Location
Napa, CA
Napa Wealth Management, Incorporated assets under management
Napa Wealth Management, Incorporated is an SEC-registered investment adviser based in Napa, CA. It reports $266.7 million in regulatory assets under management and employs 6 people.
Napa Wealth Management, Incorporated owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Paul McCuen Control | President | 50-75% | 1997 |
| Maria Dianne McCuen Control | Owner | 50-75% | 1998 |
| Patrick Andrew McCuen Control | Director Of Financial Planning/ Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Napa Wealth Management, Incorporated manage?
Napa Wealth Management, Incorporated reports $266.7 million in regulatory assets under management on its Form ADV.
How many employees does Napa Wealth Management, Incorporated have?
Napa Wealth Management, Incorporated reports 6 employees.
Where is Napa Wealth Management, Incorporated located?
Napa Wealth Management, Incorporated is based in Napa, CA.
Does Napa Wealth Management, Incorporated disclose fund performance?
Napa Wealth Management, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1836 Second Street, Napa, CA 94559-2328 |
| Office hours | 9:00 a.m. - 5:00 p.m. On Mon.-Thurs.; Fri. By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$266.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$266.7Mregulatory AUM
Discretionary $266.7M