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MPWA, INC.
MPWA, INC.
MESTMAKER & PETREY WEALTH ADVISORS
BAKERSFIELD, California
·
2 registered advisors
·
CRD# 148484
SEC# 801-116958
1
(661) 395-9400
01
Firm Overview
AUM
$98M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MPWA, INC.
2 registered advisors
Daniel Patrick Petrey
BAKERSFIELD, California
CRD# 4677644
Jeffrey Kapral Mestmaker
BAKERSFIELD, California
CRD# 5026410
05
Office Locations
BAKERSFIELD, California
2 advisors
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Data sourced from SEC Form ADV filings. MPWA, INC. (CRD# 148484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.