# JPC Wealth Management

JPC Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jamescurran1

## Regulatory record

- **CRD number:** 120267
- **SEC file number:** 801-61096
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120267

## About

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.

## Related profiles

- [Great Lakes Financial Companies](https://altss.com/profile/great-lakes-financial-companies-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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