CRD: 124036
Wealthtarget Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
About Wealthtarget Investment Advisors, LLC
WealthTarget Investment Advisors, LLC is a locally owned, fee-only RIA in Bakersfield, CA providing investment management and holistic financial planning for individuals and business owners, including retirement income guidance, divorce planning, and setup/management of employer retirement plans (401(k), SEP, SIMPLE IRA). Portfolios are built around client goals with an emphasis on managing market volatility; custody includes Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
LAURENCE EDWARD MENNA
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2294278
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,570,311 | -- |
| Non-Discretionary | $30,768,757 | -- |
| Total | $75,339,068 | -- |
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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 |
| Total | Available | Available |
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