|
⚲
|
| JPC Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 120267 |
| SEC # | 801-61096 |
| CIK # | |
| AUM | $312.7 M (2026-06-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-463-0200 |
| Address | 19 Keller Street Petaluma, CA 94952 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 28.9 |
| (b) Individuals (high net worth individuals) | 86 | 280.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 312.7 |
| By Discretionary | ||
| Discretionary | 502 | 312.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 502 | 312.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.7 | |
| Total | 502 | 312.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Walker Asset Management LLC
✚
|
0.3 | |
|
Forte Asset Management LLC
✚
|
0.3 | |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Granite Capital Management LLC
✚
|
CA | 0.3 |
|
The Fauser Group LLC
✚
|
WA | 0.3 |
|
Scott Marsh Financial LLC
✚
|
0.3 | |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.3 |
|
No Fate BWWM LLC
✚
|
TX | 0.3 |
|
Investment Professionals LLC
✚
|
WI | 0.3 |
|
Invicta Advisors LLC
✚
|
PA | 0.3 |