Mendoza Private Wealth
Mendoza Private Wealth is an SEC-registered wealth manager with $101.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Mendoza Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329126, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $101.4M (2026-03-13)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 53
- CRD
- 329126
- Ownership
- MENDOZA, IVAN MIGUEL; MENDOZA, IVAN, MIGUEL
How much AUM does Mendoza Private Wealth have?
Mendoza Private Wealth reported $101.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Mendoza Private Wealth?
Disclosed owners and executives of Mendoza Private Wealth include MENDOZA, IVAN MIGUEL, MENDOZA, IVAN, MIGUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.