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MESTMAKER & PETREY WEALTH ADVISORS

BAKERSFIELD, CA · CRD 148484 · IAPD ↗ · mpwealthadvisors.com · (661) 395-9400

$140.8MRegulatory AUM
3Advisory reps
3Employees
21Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MESTMAKER & PETREY WEALTH ADVISORS reported RAUM down 26% ($190.7M -> $140.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2025 — MESTMAKER & PETREY WEALTH ADVISORS reported RAUM up 95% ($97.9M -> $190.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MESTMAKER & PETREY WEALTH ADVISORS reports More than 500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.