George Paul Mccuen

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1997 → Present
  Napa Wealth Management, Incorporated
  Napa, CA
• 12/2013 → 12/2019
  Nwm Fund Group, Llc
  Napa, CA
• 11/2025 → Present
  The Mather Group, Llc
  Napa, CA

Previous Registrations

• 1997-09-03 → 2025-12-08
  Napa Wealth Management
  Napa, CA

Other Businesses

1. NAME OF THE OTHER BUSINESS: BULLDOG VINEYARDS, LLC; WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO; ADDRESS: 2290 DRY CREEK ROAD, NAPA, CA 94558; NATURE OF THE OTHER BUSINESS: VINEYARD; GRAPE AND WINE SALES; YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: OWNER/MEMBER; START DATE OF YOUR RELATIONSHIP: JANUARY 2021; APPROXIMATE NUMBER OF HOURS/ MONTHS YOU DEVOTE TO THE OTHER BUSINESS: 10; NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0; DUTIES RELATING TO THE OTHER BUSINESS: COLLABORATING WITH OUR VINEYARD MANAGER AND WINEMAKER, HOSTING GUESTS FOR WINE TASTINGS ON WEEKENDS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-05-21

Designations

• Certified Financial Planner