Jpc Wealth Management, INC.

Financial planning in Petaluma, CA

SEC registeredNo commissions reported

Call (650) 463-0200 Send a message Map ↗

Public-record details

Address: 19 Keller Street, Petaluma, CA 94952
Phone: (650) 463-0200
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 120267
Registration: SEC registered since 2002-04-23
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $312.7 million
Accounts managed: 502
Clients reported (Form ADV 5.D): 155
Individual / high-net-worth clients: 69 / 86
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-25

SEC registered investment adviser, CRD 120267, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 120267 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Petaluma

Allpoint Financial Group765 Baywood Drive, Suite 147 · Petaluma, CA 94954 · (707) 303-7000 · Financial planningCRD 301028 · % of assets, Hourly charges, Fixed fees · $116.8 million AUMSEC registeredNo commissions reported Breen Wealth Management, LLC200 Kentucky St., 2nd Floor Suite C · Petaluma, CA 94952 · (707) 595-6556 · Financial planningCRD 286513 · % of assets, Hourly charges · $318.8 million AUMSEC registeredNo commissions reported Compass Wealth Advisors830 D Street5 · Petaluma, CA 94952 · (707) 494-3250 · % of assets managedCRD 165749 · % of assets · $42.8 million AUMState registeredNo commissions reported Creekside Partners775 Baywood Drive, Suite 306 · Petaluma, CA 94954 · (707) 769-7820 · Financial planningCRD 125401 · % of assets, Fixed fees · $553.4 million AUMSEC registeredNo commissions reported Dobson Asset Management7 Fourth Street, Suite 25 · Petaluma, CA 94952 · (707) 766-9254 · Financial planningCRD 112079 · % of assets, Hourly charges, Fixed fees · $217.8 million AUMSEC registeredNo commissions reported Fpc Investment Advisory, INC.1465 North McDowell Blvd, Suite 170 · Petaluma, CA 94954 · (707) 795-0500 · Financial planningCRD 122728 · % of assets, Hourly charges, Fixed fees · $364.6 million AUMSEC registeredNo commissions reported North Bay Wealth Management140 2nd Street, Suite 310 · Petaluma, CA 94952 · (707) 971-7069 · Financial planningCRD 285523 · % of assets · $107.3 million AUMSEC registeredNo commissions reported The McBride Group755 Baywood Drive, Second Floor · Petaluma, CA 94954 · (707) 658-4433 · Hourly feesCRD 150179 · % of assets, Hourly charges, Fixed fees · $76.3 million AUMState registeredNo commissions reported

All 9 in Petaluma →