Mendoza Private Wealth Inc.
● SEC registered since 2026CRD 329126SEC# 801-135851North Miami, FL
Reg. AUM
$101.4M
Employees
1
Accounts
171
Location
North Miami, FL
About Mendoza Private Wealth
Mendoza Private Wealth provides independent fee-only fiduciary financial planning for professionals, business owners, and affluent individuals. It offers financial planning, investment management, retirement, tax, and estate planning services.
Summary based on the firm’s website.
Mendoza Private Wealth Inc. assets under management
Mendoza Private Wealth Inc. operates as an SEC-registered investment adviser based in North Miami, FL. The firm has been registered since 2026. It reports $101.4 million in regulatory assets under management and employs 1 people.
Mendoza Private Wealth Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivan Miguel Mendoza Control | Managing Principal And Cco | Over 75% | 2016 |
Frequently asked questions
How much does Mendoza Private Wealth Inc. manage?
Mendoza Private Wealth Inc. reports $101.4 million in regulatory assets under management on its Form ADV.
How many employees does Mendoza Private Wealth Inc. have?
Mendoza Private Wealth Inc. reports 1 employees.
Where is Mendoza Private Wealth Inc. located?
Mendoza Private Wealth Inc. is based in North Miami, FL and has been SEC-registered since 2026.
Does Mendoza Private Wealth Inc. disclose fund performance?
Mendoza Private Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 NE 123rd Street, Suite 314, North Miami, FL 33181 |
| Phone | 305-503-5133 |
| Fax | 305-395-5850 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.4MNo change
Mar '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$101.4Mregulatory AUM
Discretionary $94.8MNon-discretionary $6.6M