MESTMAKER & PETREY WEALTH ADVISORS

2000 Oak Street
Suite 100
Bakersfield, California 93301
Tel: (661) 395-9400

About MESTMAKER & PETREY WEALTH ADVISORS

MESTMAKER & PETREY WEALTH ADVISORS, formally registered with the SEC as MESTMAKER & PETREY WEALTH ADVISORS. The firm was established in 07/15/2019. They have over 2 offices throughout the country.

MESTMAKER & PETREY WEALTH ADVISORS is a Bakersfield, California based Financial Planning firm with nearly $97,885,000 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148484
SEC#	801-116958
Assets Managed by Firm	$97,885,000
No. of Clients	455
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	455	$97,885,000
Individuals (other than high net worth individuals)	345	$47,000,000
High net worth individuals	20	$31,600,000
Charitable organizations	3	$1,785,000
Corporations or other businesses	18	$17,500,000

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