Wealthtarget Investment Advisors, LLC
Wealthtarget Investment Advisors, LLC (CRD# 124036) is a financial advisory firm headquartered in Bakersfield, CA. They manage $44,800,000 in 250 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$179,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Laurence Menna (CRD# 2294278) is an Investment Advisor Representative working at Wealthtarget Investment Advisors, LLC in Bakersfield, CA and has over 25 years of experience in the finance industry.