Jpc Wealth Management, Inc.
Jpc Wealth Management, Inc. is an SEC-registered wealth manager in Petaluma, CA with $312.7M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Jpc Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120267, SEC 801-61096, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $312.7M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Petaluma, CA
- Employees
- 3
- Clients
- 155
- CRD
- 120267
- Ownership
- CURRAN, JAMES, PATRICK; LEWIS, STEPHEN, WIDDER; LEWIS, STEPHEN, WILDER; LEWIS, EDNA
How much AUM does Jpc Wealth Management, Inc. have?
Jpc Wealth Management, Inc. reported $312.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Jpc Wealth Management, Inc.?
Disclosed owners and executives of Jpc Wealth Management, Inc. include CURRAN, JAMES, PATRICK, LEWIS, STEPHEN, WIDDER, LEWIS, STEPHEN, WILDER, LEWIS, EDNA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.