JPC WEALTH MANAGEMENT, INC. of PETALUMA, CA is an SEC-registered investment adviser (CRD 120267). Regulatory assets under management: $312.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| James Patrick Curran | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CURRAN JAMES PATRICK | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| LEWIS STEPHEN WILDER | VICE PRESIDENT | — |
| LEWIS STEPHEN WIDDER | VICE PRESIDENT | — |
| LEWIS EDNA | SHAREHOLDER | — |