JPC Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
JPC Wealth Management reports 155 clients. They include 86 high-net-worth individuals and 69 individual clients. Of its assets, 100.0% ($313M across 502 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 9% |
| High-net-worth individuals | 55% | 90% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $28.9M | 9.2% | $419K |
| High-net-worth individuals | 86 | $280M | 89.6% | $3.26M |
| Pension and profit-sharing plans | Fewer than 5 | $3.69M | 1.2% | — |
| Total | 155 | $313M | 100% | — |
- Clients
- 69
- Regulatory AUM
- $28.9M
- AUM share
- 9.2%
- Avg. per client
- $419K
- Clients
- 86
- Regulatory AUM
- $280M
- AUM share
- 89.6%
- Avg. per client
- $3.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.69M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 155
- Regulatory AUM
- $313M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
JPC Wealth Management charges 0.50%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is generally billed at an hourly fee of $500, invoiced on completion of the plan.
James Curran owns 75% or more of JPC Wealth Management. The leadership team of JPC Wealth Management includes President James Curran. It has 3 employees, 2 of them in advisory roles.
Leadership
- James CurranPresident/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- James Patrick Curran
- Domenica Marie Stokes
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 75% or more of JPC Wealth Management, Inc.
James Curran
Control person · since June 1996
JPC Wealth Management’s regulatory assets grew from $248M (March 2021) to $313M (June 2026); clients fell from 170 to 155 and employees rose from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $313M | 155 | 3 | 3 |
| April 2025 | $254M | 140 | 3 | 3 |
| March 2024 | $239M | 153 | 3 | 3 |
| March 2023 | $238M | 156 | 3 | 2 |
| April 2022 | $256M | 153 | 2 | 2 |
| March 2021 | $248M | 170 | 1 | 2 |
Besides its headquarters, JPC Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in California.
California · 1 listed address
- 19 Keller Street, PetalumaHQ
Contact and registration details
- Legal name
- JPC Wealth Management, Inc.
- Headquarters
- 19 Keller Street, Petaluma, CA 94952
- Website
- jpcwealth.com
- Phone
- 650-463-0200
- SEC file
- 801-61096
- Structure
- California corporation
- Fiscal year end
- December
JPC Wealth Management uses Charles Schwab ($313M) as custodian for its separately managed accounts. JPC Wealth Management has custody of $85.9M in client assets for 66 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $313M100%
At year end, JPC Wealth Management’s separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks2%
- Funds91%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does JPC Wealth Management have?
JPC Wealth Management has 155 clients and manages $313 million for them, as of June 2026. They include 86 high-net-worth individuals and 69 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026
What services does JPC Wealth Management offer?
JPC Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JPC Wealth Management charge?
JPC Wealth Management charges 0.50%–1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: DISCLOSURE DOCUMENTS FOR ALL CLIENTS, filed 25 June 2026
Which custodians does JPC Wealth Management use?
JPC Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $313M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026
How many financial advisors does JPC Wealth Management have?
JPC Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JPC Wealth Management invest in?
At the end of its last fiscal year, JPC Wealth Management’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JPC Wealth Management?
JPC Wealth Management’s direct owner is James Curran (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 June 2026
How does JPC Wealth Management get paid?
JPC Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JPC Wealth Management?
JPC Wealth Management’s main office is at 19 Keller Street, Petaluma, CA 94952. Its phone number is 650-463-0200. Its website is jpcwealth.com.