RIA Intel›Advisers›California›MESA WEALTH MANAGEMENT INC.

MESA WEALTH MANAGEMENT INC.

Advisory

CAMARILLO, CA

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,370

of 5,480 advisers by AUM

Average account

$167K

across 104 accounts

AUM per adviser

$17M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$17M

Discretionary %

0%

Clients

72

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients72

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

72 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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FITCH FINANCIAL ADVISORS LLC

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KARAFILIS INVESTMENTS CORPORATION

$17M

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