MENDOZA PRIVATE WEALTH

Overview

Mendoza Private Wealth is an independent registered investment adviser formed in 2023 that serves individuals and families. The firm operates as a small, owner-led advisory business and describes itself as a capital allocator, which signals a willingness to place client capital with third-party managers as well as manage separate accounts directly. Its advisory services cover financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. Mendoza uses a mix of fee models — percentage of AUM, hourly charges and fixed fees — enabling engagement flexibly for both ongoing relationships and project-based work. Investment preferences tilt heavily toward equities, with a large majority of managed assets allocated to exchange-traded equities. The firm does not identify as an active ESG investor. Given its recent SEC registration and modest scale, Mendoza appears to operate a concentrated, equity-first approach supplemented by outsourced strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices