MENDOZA PRIVATE WEALTH INC.
MENDOZA PRIVATE WEALTH INC. of 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: 8333 NW 53RD STREET, SUITE 450, MIAMI, FL, 33166
- Phone: 305-503-5133
- Latest filing: 2026-03-13
- 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)
| Name | Role | Location |
|---|
| Mendoza Carlos Miguel | MANAGING PRINCIPAL AND CCO | — |
| Ivan Miguel Mendoza | MANAGING PRINCIPAL AND CCO | — |
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