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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2005
- Office Locations
- 1
Office Locations
About Mendota Financial Group, LLC
Mendota Financial Group is an independent, fee-only wealth management firm in Madison, WI providing comprehensive financial planning and ongoing portfolio guidance for long-term goals such as retirement and legacy planning. The team takes a conservative, whole-picture approach and does not custody client assets or sell products; custody is typically through Charles Schwab.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 3, 2026, reported AUM decreased 0.2%, from $254.6M to $254.2M.
Across 5 reported observations, AUM decreased 25.0% between September 30, 2022 and March 3, 2026, from $339.1M to $254.2M.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 5 advisory representatives and 166 clients, or 33.2 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Mendota Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KURT MATHIAS AHRENS
Chief Compliance Officer, Principal
- CRD
- #2628759
- Ownership
- 50% but less than 75%
DANIEL ARTHUR GRESCH
Principal
- CRD
- #2948221
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ETHAN RICHARD AHRENS
--
- CRD
- #8025542
OWEN ANTHONY AHRENS
--
- CRD
- #7826671
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,454,700 | $308,349 |
| Non-Discretionary | $4,741,300 | $65,851 |
| Total | $254,196,000 | $288,531 |
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Separately Managed Accounts
SMA allocation detail is available
Mendota Financial Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mendota Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.