NAPA WEALTH MANAGEMENT, INCORPORATED
Legal name: NAPA WEALTH MANAGEMENT
CRD #137724 SEC #801-106825 NAPA, CA (707) 252-1343
SEC Registered
Total AUM
$266.7M
Discretionary
$266.7M
Employees
6
Clients
26
Accounts
571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $266.7M | $266.7M | $0 | 6 | 0 |
| Mar 2024 | $232.1M | $232.1M | $0 | 6 | 0 |
| Sep 2023 | $195.4M | $195.4M | $0 | 6 | 0 |
| Feb 2023 | $195.4M | $195.4M | $0 | 6 | 0 |
| Feb 2022 | $257.8M | $257.8M | $0 | 6 | 0 |
| Jun 2021 | $222.4M | $222.4M | $0 | 6 | 0 |
| Mar 2021 | $222.4M | $222.4M | $0 | 5 | 0 |
| Jun 2020 | $144.2M | $144.2M | $0 | 5 | 0 |
| Mar 2020 | $144.2M | $144.2M | $0 | 5 | 0 |
| Mar 2019 | $135.5M | $135.5M | $0 | 5 | 0 |
| Mar 2018 | $145.7M | $145.7M | $0 | 5 | 0 |
| Mar 2017 | $114.5M | $114.5M | $0 | 5 | 171 |
| Oct 2016 | $93.2M | $93.2M | $0 | 6 | 165 |
| May 2016 | $93.2M | $93.2M | $0 | 6 | 165 |
| Mar 2016 | $93.2M | $93.2M | $0 | 6 | 165 |
| Oct 2015 | $81.4M | $81.4M | $0 | 5 | 100 |
DateMar 2025
Total AUM$266.7M
Discretionary$266.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients171
DateOct 2016
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees6
Clients165
DateMay 2016
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees6
Clients165
DateMar 2016
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees6
Clients165
DateOct 2015
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees5
Clients100