Updated:
MESTMAKER & PETREY WEALTH ADVISORS
MESTMAKER & PETREY WEALTH ADVISORS is an SEC-registered investment adviser in BAKERSFIELD, CA, registered since 2019. The firm manages approximately $141...
MESTMAKER & PETREY WEALTH ADVISORS
MESTMAKER & PETREY WEALTH ADVISORS is an SEC-registered investment adviser in BAKERSFIELD, CA, registered since 2019. The firm manages approximately $141 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs Mestmaker & Petrey Wealth Advisors?
No named principals or executives for Mestmaker & Petrey Wealth Advisors appear in public records, news articles, or professional databases. The firm's management structure remains undisclosed.
What is the AUM of Mestmaker & Petrey Wealth Advisors?
Mestmaker & Petrey Wealth Advisors does not publicly disclose assets under management. No regulatory filings or credible third-party sources provide an AUM figure for this firm.
Where is Mestmaker & Petrey Wealth Advisors headquartered?
The headquarters location for Mestmaker & Petrey Wealth Advisors is not listed in public directories, the SEC's Investment Adviser Public Disclosure database, or any captured website material.
What investment services does Mestmaker & Petrey Wealth Advisors offer?
No specific services, asset classes, or investment strategies are described in public records. The firm is classified as a registered investment adviser (RIA), but its operational focus is unknown.
Is Mestmaker & Petrey Wealth Advisors a family office?
The firm is publicly listed as an RIA. Whether it functions as a single-family office, multi-family office, or traditional wealth manager serving unrelated clients is not established by any available source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: