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MESTMAKER & PETREY WEALTH ADVISORS
MPWA, INC.
CRD 148484 · SEC 801-116958
2000 OAK STREET, SUITE 100, BAKERSFIELD, CA, 93301, United States
Phone
(661) 395-9400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.8M
Discretionary AUM
$140.8M
Team
3 total employees; 3 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $81.5M |
| High net worth individuals | 23 | $48.3M |
| Charitable organizations | 3 | $1.9M |
| Corporations/business entities | 12 | $9.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD