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Building 2JPC WEALTH MANAGEMENT, INC.

Map pinPETALUMA, CA
Phone(650) 463-0200
NotebookSEC #801-61096
Total AUM
$312.7M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19 KELLER STREET
PETALUMA
CA 94952
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(650) 463-0200
Other Offices
2

ReceiptFinancials

Total AUM
$312.7M
Accounts
502
Discretionary
$312.7M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$28.9M
HNW Individual Clients
86
AUM
$280.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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