# JPC WEALTH MANAGEMENT, INC.

JPC WEALTH MANAGEMENT, INC. of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 120267
- Type: SEC-registered investment adviser
- SEC file number: 801-61096
- Location: 19 KELLER STREET, PETALUMA, CA, 94952
- Phone: (650) 463-0200
- Latest filing: 2026-06-25
- Regulatory AUM: $312.7M
- Discretionary AUM: $312.7M
- Clients: 3
- Accounts: 502

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120267/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120267/similar
- Related entities: https://search.stillhousedata.com/firm/120267/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120267

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.