Unclaimed Profile

George Paul Mccuen

NAPA WEALTH MANAGEMENT, INCORPORATED·NAPA, California

Series 7, Series 6328 years registeredNAPA WEALTH MANAGEMENT, INCORPORATED

1836 SECOND STREET, NAPA, CA 94559-2328CRD# 1643713Firm CRD# 137724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Paul Mccuen · NAPA, CA

Registration

CRD #1643713 · NAPA WEALTH MANAGEMENT, INCORPORATED · 28 years registered

Brand Profile

Not yet started

Career History

THE MATHER GROUP, LLC

Nov 2025 – present

NAPA WEALTH MANAGEMENT

Sep 1997 – Dec 2025

NAPA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 3, 1997

Years registered · 28

Disclosure History

2006Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NAPA WEALTH MANAGEMENT, INCORPORATED

CRD 137724 · SEC 801-106825

AUM

$232M

Regulatory assets under management

Employees

222 client accounts

Services offered by NAPA WEALTH MANAGEMENT, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAPA WEALTH MANAGEMENT, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does George Paul Mccuen offer?

George Paul Mccuen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPA, California for a consultation.

What are George Paul Mccuen's credentials?

George Paul Mccuen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Paul Mccuen located?

George Paul Mccuen is based in NAPA, California, working with NAPA WEALTH MANAGEMENT, INCORPORATED. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does George Paul Mccuen charge for services?

George Paul Mccuen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAPA WEALTH MANAGEMENT, INCORPORATED?

NAPA WEALTH MANAGEMENT, INCORPORATED has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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