NAPA WEALTH MANAGEMENT, INCORPORATED of NAPA, CA is an SEC-registered investment adviser (CRD 137724). Regulatory assets under management: $266.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| George Paul Mccuen | PRESIDENT | — |
| Timothy Lee Ayles | CHIEF INVESTMENT OFFICER | — |
| Maria Dianne Mccuen | OWNER | — |
| Patrick Andrew Mccuen | DIRECTOR OF FINANCIAL PLANNING/ CHIEF COMPLIANCE OFFICER | — |
| MCCUEN GEORGE PAUL | PRESIDENT, CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| AYLES TIMOTHY LEE | CHIEF INVESTMENT OFFICER | — |
| MCCUEN MARIA DIANNE | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (707) 252-1343 |
| — | — | 1 | 707-252-1343 |
| — | — | 1 | (707) 252-1343 |
| — | — | 1 | 707-252-1343 |