MESTMAKER & PETREY WEALTH ADVISORS

Legal name: MPWA, INC.

CRD 148484File 801-116958

APPROVED

Retail clients

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$140.8M

Bottom 25% of cohort (national)

Discretionary AUM

$140.8M

Clients

363

363 accounts

Employees

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
Website: HTTP://WWW.MPWEALTHADVISORS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.