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JPC WEALTH MANAGEMENT, INC.
CRD 120267 · SEC 801-61096
19 KELLER STREET, PETALUMA, CA, 94952, United States
Phone
(650) 463-0200
Fax
(650) 325-9244
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.7M
Discretionary AUM
$312.7M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $28.9M |
| High net worth individuals | 86 | $280.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD