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NAPA WEALTH MANAGEMENT, INCORPORATED
NAPA WEALTH MANAGEMENT, INCORPORATED
NAPA WEALTH MANAGEMENT
NAPA, California
·
3 registered advisors
·
CRD# 137724
SEC# 801-106825
2
(707) 252-1343
01
Firm Overview
AUM
$232M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NAPA WEALTH MANAGEMENT, INCORPORATED
3 registered advisors
George Paul Mccuen
NAPA, California
CRD# 1643713
Maria Dianne Mccuen
NAPA, California
CRD# 6414228
Timothy Lee Ayles
NAPA, California
CRD# 5549384
05
Office Locations
NAPA, California
3 advisors
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Data sourced from SEC Form ADV filings. NAPA WEALTH MANAGEMENT, INCORPORATED (CRD# 137724) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.