| Name | Title | Ownership | Since |
|---|---|---|---|
| George Paul McCuen Control | President | 50-75% | 1997 |
| Maria Dianne McCuen Control | Owner | 50-75% | 1998 |
| Patrick Andrew McCuen Control | Director Of Financial Planning/ Chief Compliance Officer | Under 5% | 2025 |
Napa Wealth Management, Incorporated reports $266.7 million in regulatory assets under management on its Form ADV.
Napa Wealth Management, Incorporated reports 6 employees.
Napa Wealth Management, Incorporated is based in Napa, CA.
Napa Wealth Management, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1836 Second Street, Napa, CA 94559-2328 |
| Office hours | 9:00 a.m. - 5:00 p.m. On Mon.-Thurs.; Fri. By Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | $266.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $266.7M |