Mendoza Private Wealth

Overview

MENDOZA PRIVATE WEALTH is an SEC-registered investment adviser in MIAMI, FL, registered since 2026. The firm manages $101 million in assets, $95 million on a discretionary basis. It has 1 employee and 1 investment adviser. MENDOZA PRIVATE WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-22, it reported 1 employee; 171 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.