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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HorizonUnison delta +more
- Established Date
- 04-24-1989
- Office Locations
- 1
Office Locations
About Mendel Money Management INC
Mendel Money Management is a small, family-owned wealth management firm with 35+ years serving individuals, families, and businesses. The team provides holistic planning and portfolio management, acting as a “personal CFO” through its PersonalPath Planning Process and proactive coordination on estate planning and wealth transfer. Investment implementation is ETF-focused, complemented by investment-grade fixed income.
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Owner & Executives
BRADLEY ADAM MENDEL
Chief Compliance Officer, Director, WEALTH ADVISOR
- CRD
- #6894292
- Ownership
- 75% or more
BARRY MERJE MENDEL
Chief Investment Officer, President
- CRD
- #4366144
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK BENNETT BURKA
Certified Financial Planner
- CRD
- #1736769
ALEXANDER MICHAEL WASIUNEC
Wealth Management Associate
- CRD
- #7772948
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,088,290 | $502,517 |
| Non-Discretionary | $0 | -- |
| Total | $317,088,290 | $502,517 |
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Separately Managed Accounts
Total SMA Asset: $317,088,290
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,654,280,364 | 32.3% |
| Corporate - Investment Grade | $1,879,631,249 | 36.7% |
| Cash | $542,890,770 | 10.6% |
| Municipal Bonds | $455,823,382 | 8.9% |
| Public Funds | $588,985,269 | 11.5% |
| Total | $5,121,611,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ZENITH | LEGACY MOMENTUM | GS3UMJVXD | SGW | 11.42% | $73,989,606 |
| BEACON BRIDGE TIMBER | PIONEER MOMENTUM | YGSE4JDQU | LHKU | 4.56% | $56,090,759 |
| INSIGHT HARBOR CREST | WAVE CATALYST | XMJONUL2Z | XGGF | 11.38% | $60,098,746 |
| VITAL MERIDIAN | ZENITH ELEMENT | 3IJ5QPYWD | RAN | 10.48% | $92,855,064 |
| ELEMENT UNISON RADIAL | CREST SUMMIT | XSUQZIEFT | BVDJ | 12.60% | $48,279,046 |
| LEGACY NORTH | OAK MATRIX | 6S7LRFWI2 | ENG | 3.42% | $96,776,624 |
| PIONEER OPTIMA FOCUS | DELTA MERIDIAN | IWP8GTB3F | YITIS | 6.75% | $47,223,618 |
| RIDGE EAGLE | DELTA EMBER | JCMM2OLBH | DEF | 12.14% | $117,667,739 |