Patrick Andrew McCuen
Director Of Financial Planning/ Chief Compliance OfficerNapa Wealth Management, IncorporatedCRD 5861873
About Patrick Andrew McCuen
Patrick Andrew McCuen is listed as Director Of Financial Planning/ Chief Compliance Officer at Napa Wealth Management, Incorporated in Napa, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Napa Wealth Management, Incorporated
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Patrick Andrew McCuen work?
Patrick Andrew McCuen is listed as Director Of Financial Planning/ Chief Compliance Officer at Napa Wealth Management, Incorporated on SEC Form ADV.
How much of Napa Wealth Management, Incorporated does Patrick Andrew McCuen own?
Form ADV reports a beneficial ownership band of Under 5%.
Napa Wealth Management, Incorporated
| Title | Director Of Financial Planning/ Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |