Mendoza Private Wealth

RIASEC & State Registered

Total AUM

$101M

Discretionary

$94.8M

93% of AUM

Avg account

$593K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: North Miami, Florida
CRD number: 329126
Registered since: April 13, 2026
Website: mendozaprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.84%
Individuals6.53%
Pension & Profit Sharing Plans0.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mendoza Private Wealth is an independent, SEC-registered registered investment adviser operating as a corporation and owned by an individual principal. The firm serves individual and family clients and positions itself as a capital allocator that selects and oversees third‑party managers. Its fee arrangements include percentage of AUM, hourly charges, and fixed fees. Core advisory services listed on the ADV are financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor and does not report multi‑state adviser status.