Unclaimed Profile

George Paul Mccuen

NAPA WEALTH MANAGEMENT, INCORPORATED·NAPA, California

Clean recordNAPA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Paul Mccuen is a registered financial advisor based in NAPA, California, affiliated with NAPA WEALTH MANAGEMENT, INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

NAPA WEALTH MANAGEMENT, INCORPORATED

NAPA WEALTH MANAGEMENT

AUM

$232M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NAPA WEALTH MANAGEMENT, INCORPORATED →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1643713

Firm CRD# 137724

View on FINRA BrokerCheck →

Looking for a financial advisor in NAPA?

Browse all registered financial advisors in NAPA, California or claim this profile if it's yours.

Browse NAPA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →