Overview
Assets Under Management: $101 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 35
Average Client Assets: $2.7 million
Frequently Asked Questions
MENDOZA PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329126), MENDOZA PRIVATE WEALTH is subject to fiduciary duty under federal law.
MENDOZA PRIVATE WEALTH is headquartered in MIAMI, FL.
MENDOZA PRIVATE WEALTH serves 35 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, MENDOZA PRIVATE WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MENDOZA PRIVATE WEALTH manages $101 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, MENDOZA PRIVATE WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.84%
Average Client Assets: $2.7 million
Total Client Accounts: 171
Discretionary Accounts: 164
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 329126
Filing ID: 2054947
Last Filing Date: 2026-03-13 21:56:01