JPC Wealth Management, Inc.
Firm details
- Headquarters
- Petaluma, California
- CRD number
- 120267
- Registered since
- April 23, 2002
- Website
- curranandlewis.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.58%
- Individuals9.24%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JPC Wealth Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2002 and is owned by an individual. The firm focuses on serving individuals, families and small-business owners, providing financial planning and portfolio management. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. JPC does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
James Curran
President and Chief Portfolio ManagerCRD 709346
Contacts
1 of 1
Domenica Stokes
Financial AdvisorCRD 7855535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Petaluma, CA
Sonoma
Location
Petaluma, CA
Headquartered in Petaluma, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 19 Keller St
- Time zone
- PT (UTC-8)
- Office locations
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