Mendoza Wealth Management

Overview

Mendoza Wealth Management LLC is a small, fee-based advisory firm that manages portfolios for individuals and families, plus a handful of small business clients. The firm runs discretionary mandates and emphasizes equity exposure as its primary allocation preference — exchange-traded equities account for the largest portion of client assets. Advisory services are provided on a percentage-of-AUM basis and focus on portfolio management rather than institutional consulting or pension work. Mendoza Wealth Management does not identify as an ESG investor and operates from a single-office model, suggesting a boutique, client-focused practice. Investment activity centers on core equity strategies supplemented by third-party alternative fund allocations. The firm uses external managers for alternatives such as hedge funds and real estate vehicles, while maintaining liquid exposure through ETFs and mutual funds. Corporate debt is used to add fixed-income characteristics and yield where appropriate, but equities remain the dominant risk driver across client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices