Wealthtarget Investment Advisors, LLC

Wealthtarget Investment Advisors, LLC (CRD# 124036) is a financial advisory firm headquartered in Bakersfield, CA. They manage $61,544,302 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5500 Ming Ave, Suite 220, Bakersfield, CA 93309
http://wealthtarget.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $282,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealthtarget Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurence Menna, financial advisor Bakersfield CA
Laurence E. Menna
CRD#: 2294278
5500 Ming Ave, Suite 220, Bakersfield, CA 93309

Laurence Menna (CRD# 2294278) is an Investment Advisor Representative working at Wealthtarget Investment Advisors, LLC in Bakersfield, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals