JPC Wealth Management

JPC Wealth Management, Inc. is an SEC-registered investment adviser in Petaluma, CA, registered since 2002. The firm manages approximately $313 million in...

JPC Wealth Management

JPC Wealth Management, Inc. is an SEC-registered investment adviser in Petaluma, CA, registered since 2002. The firm manages approximately $313 million in assets. It has 3 employees and 2 investment advisers.

linkedin.com/company/jamescurran1

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

What is JPC Wealth Management?

JPC Wealth Management is a ria based in United States.

Where is JPC Wealth Management headquartered?

JPC Wealth Management is headquartered in United States, in the North America region.

What does Altss track for JPC Wealth Management?

Altss maintains an OSINT-verified profile of JPC Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is JPC Wealth Management?

JPC Wealth Management is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on JPC Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was JPC Wealth Management's Altss profile last updated?

JPC Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.