WEALTHTARGET INVESTMENT ADVISORS, LLC

WEALTHTARGET INVESTMENT ADVISORS, LLC of BAKERSFIELD, CA is an SEC-registered investment adviser (CRD 124036). Regulatory assets under management: $75.3M.

Registration

• CRD: 124036
• Type: Registered investment adviser
• Location: 5500 MING AVE, BAKERSFIELD, CA, 93309-4680
• Phone: 661-837-8500
• Latest filing: 2026-03-06
• Regulatory AUM: $75.3M
• Discretionary AUM: $44.6M
• Non-discretionary AUM: $30.8M
• Clients: 1
• Accounts: 201

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124036 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search