RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
MESTMAKER, JEFFREY, KAPRALIPRESIDENTD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control
PETREY, DANIEL, PATRICKICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Apr 1, 2025 REGISTERED

Notice Filings (3)

CA OH TX

Address

2000 OAK STREET
SUITE 100
BAKERSFIELD, CA 93301
United States
Phone: (661) 395-9400