Investment adviser · CRD 309588

MONDEUM WEALTH

Investment adviser filing (IA)

MONDEUM WEALTH ADVISORS, LLC

MIAMI, FL, United States · Form ADV filed Aug 26, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 26, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

999 BRICKELL AVENUE, SUITE 900
MIAMI, FL, 33131, United States

CRD 309588

Filing source

Form ADV 1561889 · Aug 26, 2021 · 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.