MESTMAKER & PETREY WEALTH ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$388K

Accounts

363

Employees

Advisory reps

Firm details

Headquarters: BAKERSFIELD, California
CRD number: 148484
Registered since: July 15, 2019
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals57.89%
HNWI34.31%
Corporations / Businesses6.46%
Charitable Organizations1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mestmaker & Petrey Wealth Advisors is an independent registered investment adviser that positions itself as a fee-based wealth manager for individuals, families and select institutional clients. The firm provides comprehensive financial planning alongside discretionary portfolio management and offers services to small businesses and institutions. Its service mix includes pension consulting, published client communications, and educational seminars and workshops, which indicates a client-facing, advice-oriented practice rather than a product-distribution model. Investment activity centers on professionally managed public fund exposure rather than specialized in-house proprietary strategies. The firm’s fee schedules combine percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Mestmaker & Petrey Wealth Advisors is not an active ESG investor and is registered with the SEC since 2019 as an independent RIA with individual ownership.