← Back to searchVisit website
MESA WEALTH MANAGEMENT
MESA WEALTH MANAGEMENT INC.
CRD 285861
266 MOBIL AVENUE, SUITE 218, CAMARILLO, CA, 93010, United States
Phone
(818) 883-6372
Fax
(888) 616-6372
Registration
— (—)
Source
State registered
Total AUM
$17.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $8.1M |
| High net worth individuals | 20 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD