Investment adviser · CRD 329126
MENDOZA PRIVATE WEALTH
Investment adviser filing (IA)
MENDOZA PRIVATE WEALTH INC.
NORTH MIAMI, FL, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $101M Form ADV · Item 5.F
- Client accounts
- 171 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35 | $94,115,000 | 92.8% |
| Individuals | 18 | $6,616,000 | 6.5% |
| Retirement plans | Fewer than 5 | $638,000 | 0.6% |
Filing source
Form ADV 2134049 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1801 NE 123RD STREET, SUITE 314NORTH MIAMI, FL, 33181, United States
CRD 329126
Filing source
Form ADV 2134049 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.