{
  "crd_number": 120267,
  "slug": "jpc-wealth-management-inc-petaluma-ca-120267",
  "primary_business_name": "JPC WEALTH MANAGEMENT, INC.",
  "legal_name": "JPC WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Petaluma",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42220",
  "metro": {
    "cbsa_code": "42220",
    "common_name": "Santa Rosa",
    "msa_name": "Santa Rosa-Petaluma, CA",
    "path": "/advisors/ca/santa-rosa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-04-23",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-06-25",
  "carried_forward": false,
  "raum_total": 312723265.0,
  "raum_discretionary": 312723265.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 28897780.0,
      "count": 69
    },
    "pension_profit_sharing": {
      "raum": 3685606.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 280139879.0,
      "count": 86
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://curranandlewis.com",
    "https://facebook.com/pages/Curran-Lewis-Investments/200328613649898",
    "https://jpcwealth.com",
    "https://linkedin.com/company/curran-&-lewis-investment-management-inc./about",
    "https://linkedin.com/in/jamescurran1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120267",
  "city_as_filed": "PETALUMA",
  "url": "https://advisorcensus.com/firm/jpc-wealth-management-inc-petaluma-ca-120267",
  "display_name": "JPC Wealth Management, Inc.",
  "summary": "JPC Wealth Management, Inc. is an SEC-registered investment advisory firm in Petaluma, CA, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.",
  "citation": "AdvisorCensus. JPC Wealth Management, Inc. (CRD 120267): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is JPC Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JPC Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does JPC Wealth Management, Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 25, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is JPC Wealth Management, Inc. located?",
      "a": "JPC Wealth Management, Inc.'s principal office is in Petaluma, CA, according to its Form ADV."
    },
    {
      "q": "Is JPC Wealth Management, Inc. registered with the SEC or a state?",
      "a": "JPC Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120267."
    },
    {
      "q": "How much does JPC Wealth Management, Inc. manage?",
      "a": "JPC Wealth Management, Inc. reports $312,723,265 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have JPC Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for JPC Wealth Management, Inc.: Regulatory assets under management: $247,628,744 in the October 2021 data and $312,723,265 in the October 2026 data, up 26%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JPC Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (69)."
    },
    {
      "q": "Which custodians does JPC Wealth Management, Inc. use?",
      "a": "JPC Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JPC Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120267"
    },
    {
      "q": "Does JPC Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 25, 2026 says: \"Generally we require that you maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion.\""
    },
    {
      "q": "What changed in JPC Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its legal name from Curran & Lewis Investment Management, Inc. to JPC Wealth Management, Inc.. Regulatory assets under management went from $253,613,784 to $312,723,265 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 247628744.0,
      "total_employees": 1,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 256359525.0,
      "total_employees": 2,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 237516254.0,
      "total_employees": 3,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 239081132.0,
      "total_employees": 3,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 253613784.0,
      "total_employees": 3,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 312723265.0,
      "total_employees": 3,
      "filing_date": "2026-06-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Curran & Lewis Investment Management, Inc. to JPC Wealth Management, Inc..",
        "Regulatory assets under management went from $253,613,784 to $312,723,265 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees for investment management range from 0.50% to 1.25% per year of the assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally we require that you maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion."
        ]
      }
    ],
    "quotes": [
      "Fees for investment management range from 0.50% to 1.25% per year of the assets under management.",
      "Generally we require that you maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jpc-wealth-management-inc-petaluma-ca-120267.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 69,
      "fewer_than_5": false,
      "raum": 28897780.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 86,
      "fewer_than_5": false,
      "raum": 280139879.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3685606.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120267",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}