Mestmaker & Petrey Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bakersfield, CA. Its latest Form ADV filing, dated April 2, 2026, reports $141M in regulatory assets under management, 3 employees, 1 office, and 363 accounts.
Assets Under Management
$141M
Employees
3
Offices
1 office
Total Clients
363
Primary office
BAKERSFIELD, CA
2000 OAK STREET, SUITE 100, BAKERSFIELD, CA, United States
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
325
2
HNWI
6.3%
23
3
Corporations
3.3%
12
4
Charitable
0.8%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of April 2, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$141M
Total Accounts363
10Y AUM Change+$42M (+42.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee121:1
10Y Employee Change-1 (-25.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.