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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AYLES, TIMOTHY, LEE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCUEN, PATRICK, ANDREW | I | DIRECTOR OF FINANCIAL PLANNING/ CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT, CCO | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MCCUEN, GEORGE, PAUL | I | PRESIDENT | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
| MCCUEN, MARIA, DIANNE | I | OWNER | D | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (3)
CA TX WA
Address
1836 SECOND STREETNAPA, CA 94559-2328
United States
Phone: (707) 252-1343