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MENDOZA PRIVATE WEALTH
MENDOZA PRIVATE WEALTH INC.
CRD 329126 · SEC 801-135851
8333 NW 53RD STREET, SUITE 450, MIAMI, FL, 33166, United States
Phone
305-503-5133
Fax
305-395-5850
Registration
— (—)
Source
State registered
Total AUM
$101.4M
Discretionary AUM
$94.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.6M |
| High net worth individuals | 35 | $94.1M |
All web addresses on file
Official SEC filing: View on IAPD