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).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $179,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 E. Menna
CRD#: 2294278
1601 New Stine Rd, Ste 180, Bakersfield, CA 93309
93
Wealthminder
score

Laurence Menna (CRD# 2294278) is an Investment Advisor Representative working at Wealthtarget Investment Advisors, LLC in Bakersfield, CA and has over 23 years of experience in the finance industry.

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