# NAPA WEALTH MANAGEMENT, INCORPORATED

NAPA WEALTH MANAGEMENT, INCORPORATED of NAPA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137724
- Type: SEC-registered investment adviser
- SEC file number: 801-106825
- Location: 1836 SECOND STREET, NAPA, CA, 94559-2328
- Phone: (707) 252-1343
- Latest filing: 2025-03-26
- Regulatory AUM: $266.7M
- Discretionary AUM: $266.7M
- Clients: 6
- Accounts: 571

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (7)

| 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 | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (707) 252-1343 |
| — | — | 1 | 707-252-1343 |
| — | — | 1 | (707) 252-1343 |
| — | — | 1 | 707-252-1343 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137724/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137724/similar
- Related entities: https://search.stillhousedata.com/firm/137724/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137724

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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.