# Optometry Wealth Advisors LLC

Optometry Wealth Advisors LLC is a RIA based in Fresno, CA, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fresno, CA, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://optometrywealth.com
- **LinkedIn:** https://www.linkedin.com/company/evonmendrin

## Regulatory record

- **CRD number:** 317286
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317286

## About

Optometry Wealth Advisors provides financial planning for optometry practice owners, helping connect practice cash flow, taxes, owner pay, student loans, retirement planning, and household finances. The firm is fee-only and a fiduciary, with no product sales or commissions. It works only with optometrists and practice owners across the US.

## Sectors

- Healthcare Services

## People

- Evon Mendrin CFP® — CSLP®, Founder

## Questions

### What types of clients does this firm serve?

The firm focuses on optometrists and optometry practices. This includes practice owners, associates, and possibly dental or other healthcare professionals.

### What investment services does the firm offer?

The firm provides financial planning, portfolio management, retirement planning, and practice transition advice. No direct venture or private equity activities are known.

### What is the firm's AUM?

The firm has not publicly disclosed its AUM. As a small specialty RIA, its assets under management are not widely reported.

### Where is the firm based?

The firm is registered in the United States. No specific city or address is publicly available from standard sources.

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- [J Ward Financial](https://altss.com/profile/j-ward-financial)
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Last updated: 2026-08-11T15:07:41.444Z

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