CRD: 148484
Mestmaker & Petrey Wealth Advisors
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2009
- Office Locations
- 1
Office Locations
About Mestmaker & Petrey Wealth Advisors
Mestmaker & Petrey Wealth Advisors is a California-based fiduciary wealth manager serving the Central Coast and beyond. The firm provides personalized financial planning and research-driven, value-oriented investment management, emphasizing cost-effective, tax-efficient implementation and custom investment models for goals like retirement, education, and corporate assets. They also guide investors through DST and 1031 exchange strategies, with hands-on service via monthly/quarterly reviews and educational events.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY KAPRAL MESTMAKER
Financial Advisor, General Partner, President
- CRD
- #5026410
- Ownership
- 50% but less than 75%
DANIEL PATRICK PETREY
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #4677644
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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HEIDI DENISE CANET
Investment Advisor
- CRD
- #6541841
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,785,000 | $387,837 |
| Non-Discretionary | $0 | -- |
| Total | $140,785,000 | $387,837 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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