PPrivate Fund Data Log in Join · $37/mo

Mendoza Private Wealth Inc.

● SEC registered since 2026CRD 329126SEC# 801-135851Miami, FL
Export (members)
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.
www.mendozaprivatewealth.comView on SEC.gov ↗

Mendoza Private Wealth Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ivan Miguel Mendoza ControlManaging Principal And CcoOver 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

Address8333 NW 53rd Street, Suite 450, Miami, FL 33166
Phone305-503-5133
Fax305-395-5850
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.8M
Non-discretionary$6.6M
Total (RAUM)$101.4M