PPrivate Fund Data Log in Join · $37/mo

Carlos Romero Mendoza

Chief Executive Officer & Chief Compliance OfficerSolano Wealth Investment Advisors, LLCCRD 4237221

About Carlos Romero Mendoza

Carlos Romero Mendoza is listed as Chief Executive Officer & Chief Compliance Officer at Solano Wealth Investment Advisors, LLC in Fairfield, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Solano Wealth Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carlos Romero Mendoza work?

Carlos Romero Mendoza is listed as Chief Executive Officer & Chief Compliance Officer at Solano Wealth Investment Advisors, LLC on SEC Form ADV.

How much of Solano Wealth Investment Advisors, LLC does Carlos Romero Mendoza own?

Form ADV reports a beneficial ownership band of Over 75%.

Solano Wealth Investment Advisors, LLC

TitleChief Executive Officer & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2024