Mendoza Private Wealth Inc.
● SEC registered since 2026CRD 329126SEC# 801-135851Miami, FL
Reg. AUM
$101.4M
Employees
1
Accounts
171
Location
Miami, FL
Mendoza Private Wealth Inc. assets under management
Mendoza Private Wealth Inc. operates as an SEC-registered investment adviser based in 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 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 | 8333 NW 53rd Street, Suite 450, Miami, FL 33166 |
| 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$101.4Mregulatory AUM
Discretionary $94.8MNon-discretionary $6.6M