MENDOZA PRIVATE WEALTH

MENDOZA PRIVATE WEALTH of NORTH MIAMI, FL is an SEC-registered investment adviser (CRD 329126). Regulatory assets under management: $101.4M.

Registration

• CRD: 329126
• SEC file number: 801-135851
• Type: Registered investment adviser
• Location: 1801 NE 123RD STREET, NORTH MIAMI, FL, 33181
• Phone: 305-503-5133
• Latest filing: 2026-09-22
• Regulatory AUM: $101.4M
• Discretionary AUM: $94.8M
• Non-discretionary AUM: $6.6M
• Clients: 1
• Accounts: 171

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search