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Patrick Andrew McCuen

Director Of Financial Planning/ Chief Compliance OfficerNapa Wealth Management, IncorporatedCRD 5861873

About Patrick Andrew McCuen

Patrick Andrew McCuen is listed as Director Of Financial Planning/ Chief Compliance Officer at Napa Wealth Management, Incorporated in Napa, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Napa Wealth Management, Incorporated
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick Andrew McCuen work?

Patrick Andrew McCuen is listed as Director Of Financial Planning/ Chief Compliance Officer at Napa Wealth Management, Incorporated on SEC Form ADV.

How much of Napa Wealth Management, Incorporated does Patrick Andrew McCuen own?

Form ADV reports a beneficial ownership band of Under 5%.

Napa Wealth Management, Incorporated

TitleDirector Of Financial Planning/ Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
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