$312.7M Total AUM
$312.7M Disc. AUM
9.6% 3Y CAGR
3 Employees
155 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RidgeTimber harbor
- Established Date
- 09-03-1996
- Office Locations
- 1
Office Locations
19 Keller Street Petaluma CA
About JPC Wealth Management, Inc.
JPC Wealth Management, Inc. is a Petaluma-based RIA. The firm has been operating for 29 years. Managing $312.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$156.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
9.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Quantum vector Horizon crest
Investment Themes
Horizon foundation Crest Element momentum
Investment Vehicles
Frontier
Platform
Glacier
Services
Harbor North Meridian Eagle element Ridge signal Optima north
Technology
Signal North
Owner & Executives
J
JAMES PATRICK CURRAN
Chief Compliance Officer, President
- CRD
- #709346
- Ownership
- 75% or more
(460) 855-6134
harbor.radial@oakcapital.com
in linkedin.com/in/timber-prime
Showing 1 of 1 owners & executives
Unlock allContacts
D
Domenica Marie Stokes
--
- CRD
- #7855535
(528) 536-7707
pathway.element@catalystcapital.com
in linkedin.com/in/eagle-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,723,265 | $622,955 |
| Non-Discretionary | $0 | -- |
| Total | $312,723,265 | $622,955 |
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Separately Managed Accounts
Total SMA Asset: $312,723,265
Public Funds:
13.6% Cash:
18.3% Equity - Exchange:
22.2% Corporate - Investment Grade:
17.8% U.S. Government/Agency:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $263,063,365 | 13.6% |
| Cash | $353,974,969 | 18.3% |
| Equity - Exchange | $429,412,258 | 22.2% |
| Corporate - Investment Grade | $344,303,522 | 17.8% |
| U.S. Government/Agency | $543,535,336 | 28.1% |
| Total | $1,934,289,450 | 100.0% |