← Tributary

JPC WEALTH MANAGEMENT, INC.

PETALUMA, CA · CRD 120267 · IAPD ↗ · (650) 463-0200

$312.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is now doing business as JPC WEALTH MANAGEMENT, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
48
April 2025 — CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. moved its main office from REDWOOD CITY, CA to PETALUMA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
February 2024 — CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.