← Back to searchVisit website
WEALTHTARGET INVESTMENT ADVISORS, LLC
CRD 124036
5500 MING AVE, SUITE 335, BAKERSFIELD, CA, 93309-4680, United States
Phone
661-837-8500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.3M
Discretionary AUM
$44.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $16.0M |
| High net worth individuals | 24 | $22.5M |
| Pension/profit sharing plans | 12 | $36.8M |
| Corporations/business entities | 1 | $32K |
All web addresses on file
Official SEC filing: View on IAPD