Mendoza Private Wealth

RIASEC RegisteredEst. 2026

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, individually owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator, combining direct portfolio management with selection of third‑party managers. Its advisory services include financial planning and portfolio management for individuals, small businesses and larger business or institutional clients, along with the ability to select other advisers on behalf of clients. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Mendoza does not identify as an ESG investor and is not reported as a multi‑state adviser.