MENDES WEALTH MANAGEMENT, LLC

MENDES WEALTH MANAGEMENT, LLC of TEMPLE CITY, CA is an SEC-registered investment adviser (CRD 315950). Regulatory assets under management: $6.5M.

Registration

• CRD: 315950
• SEC file number: 801-122232
• Type: Registered investment adviser
• Location: 5926 TEMPLE CITY BLVD, SUITE H, TEMPLE CITY, CA, 91780
• Phone: 954-614-0202
• Latest filing: 2022-01-05
• Regulatory AUM: $6.5M
• Discretionary AUM: $4.4M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 4

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 315950 on SEC IAPD (source of record)
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