# JPC Wealth Management, Inc.

> 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.

- CRD: 120267
- Filed as: JPC WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Petaluma, CA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120267
- AdvisorCensus page: https://advisorcensus.com/firm/jpc-wealth-management-inc-petaluma-ca-120267

## Quick answers

**How is JPC Wealth Management, Inc. compensated?**
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).

**How much does JPC Wealth Management, Inc. charge?**
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.

**Where is JPC Wealth Management, Inc. located?**
JPC Wealth Management, Inc.'s principal office is in Petaluma, CA, according to its Form ADV.

**Is JPC Wealth Management, Inc. registered with the SEC or a state?**
JPC Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120267.

**How much does JPC Wealth Management, Inc. manage?**
JPC Wealth Management, Inc. reports $312,723,265 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have JPC Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does JPC Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (69).

**Which custodians does JPC Wealth Management, Inc. use?**
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.

**Does JPC Wealth Management, Inc. report any disciplinary disclosures?**
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

**Does JPC Wealth Management, Inc. state an account minimum?**
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."

**What changed in JPC Wealth Management, Inc.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> Fees for investment management range from 0.50% to 1.25% per year of the assets under management.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally we require that you maintain $1,000,000 under management with us. However, we may waive that minimum at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $312,723,265
- Discretionary: $312,723,265
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $28,897,780 |
| High net worth individuals | 86 | $280,139,879 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,685,606 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- curranandlewis.com
- jpcwealth.com
- Facebook @Curran-Lewis-Investments
- LinkedIn @curran-&-lewis-investment-management-inc.
- LinkedIn @jamescurran1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $247,628,744 | 1 | March 31, 2021 |
| October 2022 | $256,359,525 | 2 | April 7, 2022 |
| October 2023 | $237,516,254 | 3 | March 16, 2023 |
| October 2024 | $239,081,132 | 3 | March 28, 2024 |
| October 2025 | $253,613,784 | 3 | April 21, 2025 |
| October 2026 | $312,723,265 | 3 | June 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JPC Wealth Management, Inc. (CRD 120267): Form ADV filing data as of October 2026.