MPWA, INC.
Legal name: MESTMAKER & PETREY WEALTH ADVISORS
CRD #148484 SEC #801-116958 BAKERSFIELD, CA (661) 395-9400
SEC Registered
Total AUM
$190.7M
Discretionary
$190.7M
Employees
4
Clients
--
Accounts
591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $190.7M | $190.7M | $0 | 4 | 15 |
| Mar 2024 | $97.9M | $97.9M | $0 | 3 | 15 |
| Apr 2023 | $94M | $94M | $0 | 3 | 23 |
| Apr 2022 | $159.2M | $89.2M | $70M | 3 | 0 |
| Dec 2021 | $141.7M | $79.3M | $62.4M | 3 | 0 |
| Apr 2021 | $141.7M | $79.3M | $62.4M | 3 | 0 |
| Jul 2020 | $109.8M | $73M | $36.8M | 3 | 0 |
| Jun 2020 | $109.8M | $73M | $36.8M | 3 | 0 |
| Mar 2020 | $109.8M | $73M | $36.8M | 3 | 0 |
| Jun 2019 | $98.8M | $69.8M | $29M | 4 | 0 |
| Feb 2011 | $26.5M | $23.5M | $3M | 5 | -- |
| Dec 2010 | $26.5M | $23.5M | $3M | 5 | -- |
| Dec 2010 | $26.5M | $23.5M | $3M | 5 | -- |
| Mar 2010 | $26.5M | $23.5M | $3M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $12.5M | $12.5M | $0 | 5 | -- |
DateApr 2025
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees4
Clients15
DateMar 2024
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees3
Clients15
DateApr 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees3
Clients23
DateApr 2022
Total AUM$159.2M
Discretionary$89.2M
Non-Disc.$70M
Employees3
Clients0
DateDec 2021
Total AUM$141.7M
Discretionary$79.3M
Non-Disc.$62.4M
Employees3
Clients0
DateApr 2021
Total AUM$141.7M
Discretionary$79.3M
Non-Disc.$62.4M
Employees3
Clients0
DateJul 2020
Total AUM$109.8M
Discretionary$73M
Non-Disc.$36.8M
Employees3
Clients0
DateJun 2020
Total AUM$109.8M
Discretionary$73M
Non-Disc.$36.8M
Employees3
Clients0
DateMar 2020
Total AUM$109.8M
Discretionary$73M
Non-Disc.$36.8M
Employees3
Clients0
DateJun 2019
Total AUM$98.8M
Discretionary$69.8M
Non-Disc.$29M
Employees4
Clients0
DateFeb 2011
Total AUM$26.5M
Discretionary$23.5M
Non-Disc.$3M
Employees5
Clients--
DateDec 2010
Total AUM$26.5M
Discretionary$23.5M
Non-Disc.$3M
Employees5
Clients--
DateDec 2010
Total AUM$26.5M
Discretionary$23.5M
Non-Disc.$3M
Employees5
Clients--
DateMar 2010
Total AUM$26.5M
Discretionary$23.5M
Non-Disc.$3M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients--