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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
About Mendoza Private Wealth
Mendoza Private Wealth is a Miami-based, independent fee-only RIA providing fiduciary financial planning and tax-aware investment management. The firm serves successful professionals (notably physicians and attorneys), affluent families and trusts, and self-incorporated business owners, including retirement plan consulting plus estate and tax planning support. Led by founder Iván M. Mendoza (CFA, CFP); custodians include Charles Schwab.
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Owner & Executives
IVAN MIGUEL MENDOZA
Broker, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4013969
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,764,000 | $577,829 |
| Non-Discretionary | $6,605,000 | $943,571 |
| Total | $101,369,000 | $592,801 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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