Mestmaker & Petrey Wealth Advisors
Mestmaker & Petrey Wealth Advisors is an SEC-registered mass-market adviser in Bakersfield, CA with $140.8M assets under management (AUM, regulatory AUM), -26% over one year. See who owns Mestmaker & Petrey Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148484, SEC 801-116958, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $140.8M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Bakersfield, CA
- Employees
- 3
- Clients
- 363
- CRD
- 148484
- Ownership
- BURNS, PATRICK, JOSEPH; PETREY, DANIEL, PATRICK; MESTMAKER, JEFFREY, KAPRAL
How much AUM does Mestmaker & Petrey Wealth Advisors have?
Mestmaker & Petrey Wealth Advisors reported $140.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Mestmaker & Petrey Wealth Advisors?
Disclosed owners and executives of Mestmaker & Petrey Wealth Advisors include BURNS, PATRICK, JOSEPH, PETREY, DANIEL, PATRICK, MESTMAKER, JEFFREY, KAPRAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.