MIAMI, FLCRD 329126Registration Status: ApprovedEffective since April 13, 2026Latest ADV March 13, 2026
Mendoza Private Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 13, 2026, reports $101M in regulatory assets under management, 1 employee, and 171 accounts.
Assets Under Management
$101M
Employees
1
Offices
--
Total Clients
53
Primary office
MIAMI, FL
8333 NW 53RD STREET, SUITE 450, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.0% of total clients.
Top client categories% of clientsClients
1
HNWI
66.0%
35
2
Individuals
34.0%
18
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 13, 2026
Discretionary93.5%
$95M
93% of total RAUM93.5%
Non-discretionary6.5%
$7M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts171
10Y AUM Change+$101M
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee53:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.