← Directory
MESTMAKER & PETREY WEALTH ADVISORS
Legal name: MPWA, INC.
CRD 148484File 801-116958
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$140.8M
Bottom 25% of cohort (national)
Discretionary AUM
$140.8M
Clients
363
363 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 15, 2019
- Principal office
- 2000 OAK STREET, SUITE 100, BAKERSFIELD, CA, 93301
- Phone
- (661) 395-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.8M
- Discretionary AUM
- $140.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 363
- Non-discretionary accounts
- 0
- Total accounts
- 363
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $9.1M |
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 23 | $48.3M |
| Individuals (other than high net worth individuals) | 325 | $81.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 345 | 363 | increased by18 |
| Apr 1, 2026 | AUM | $190,746,375 | $140,785,000 | decreased by$49,961,375 |
| Apr 1, 2026 | Accounts | 591 | 363 | decreased by228 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 381 | 345 | decreased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $159,200,000 | $190,746,375 | increased by$31,546,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 420 | 591 | increased by171 |
| May 1, 2022 | Clients | 297 | 381 | increased by84 |
| May 1, 2022 | AUM | $141,689,000 | $159,200,000 | increased by$17,511,000 |
| May 1, 2022 | Accounts | 392 | 420 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MESTMAKER PETREY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MESTMAKER PETREY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.