Wealth manager, independent · Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Mpwa, Inc. · SEC-registered investment adviser · CRD 148484 · SEC 801-116958
At a glance
Mestmaker & Petrey Wealth Advisors is an SEC-registered investment adviser based in Bakersfield, California, with $141 million in regulatory assets under management as of its Form ADV filed April 2, 2026. Its largest client group by assets is individuals, and it reports 348 individual clients. By Form ADV it is a wealth manager, ranked 7,129th of 8,915 wealth managers and 13,991st of 17,210 SEC-registered advisers by assets.
Main office 661-395-9400mpwealthadvisors.comAs filed on Form ADV
- Regulatory AUM
- $141M
- Rank among wealth managers
- #7,129 of 8,915
- Rank among all SEC RIAs
- #13,991 of 17,210
- Rank in California
- #1,585 of 1,873
- Individual clients
- 348
- High-net-worth clients
- 23
- Accounts
- 363
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Daniel P. PetreyChief Compliance Officer
- Jeffrey K. MestmakerPresident
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 325 | $82M | 58% |
| High-net-worth individuals | 23 | $48M | 34% |
| Corporations or other businesses | 12 | $9M | 6% |
| Charitable organizations | 3 | $2M | 1% |
Disciplinary disclosures
Mestmaker & Petrey Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mpwealthadvisors.com ↗
AtlasMembers
The full record on Mestmaker & Petrey Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,231 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mestmaker & Petrey Wealth Advisors manage?
Mestmaker & Petrey Wealth Advisors reports $141 million in regulatory assets under management across 363 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 2, 2026.
What kind of firm is Mestmaker & Petrey Wealth Advisors?
Mestmaker & Petrey Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Mestmaker & Petrey Wealth Advisors’s clients?
By assets, its largest client types are individuals ($82 million, 325 clients); high-net-worth individuals ($48 million, 23 clients); corporations or other businesses ($9 million, 12 clients).
Does Mestmaker & Petrey Wealth Advisors have any disciplinary history?
Mestmaker & Petrey Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mestmaker & Petrey Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →