MESTMAKER & PETREY WEALTH ADVISORS
SEC RegisteredBuild, Protect, & Focus Your Wealth
About the firm
Mestmaker & Petrey Wealth Advisors provides personalized financial planning, investment management, and retirement strategies to clients from coast to coast. With roots in California's Central Coast and Central Valley, the firm takes a hands-on, fiduciary approach to wealth management, maintaining ongoing client relationships through regular reviews and meetings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning, investment management, retirement strategies, DST/1031 Exchange guidance, and private/alternative investing. The firm creates custom investment models for growth, income, or capital preservation and provides continuous financial guidance.
Who they serve
Good people seeking to achieve financial goals, including those planning for retirement, managing corporate assets, or looking to optimize their existing portfolio, with roots in California's Central Coast and Central Valley and clients coast to coast.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 325 | $82M |
| High Net Worth Individuals | 23 | $48M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
21 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$500,000 | 1.65% |
| $500,001-$1,000,000 | 1.50% |
| $1,000,001-$5,000,000 | 1.40% |
| $5,000,001-$10,000,000 | 1.15% |
| $10,000,001-$25,000,000 | 0.90% |
| $25,000,001-$50,000,000 | 0.80% |
| $50,000,001+ | 0.65% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MESTMAKER & PETREY WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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