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Mendoza Private Wealth

EST. AUM
$101,369,000

CONTACTS

CLIENT ACCOUNTS
171

Firm Details

Metro area Miami
CRD Number 329126
Website mendozaprivatewealth.com
Client types

Overview

Mendoza Private Wealth is a boutique, fee-only Registered Investment Advisory (RIA) firm and fiduciary based in Miami, Florida. The firm’s investment approach is characterized by a "research-first" philosophy, emphasizing tax-aware management and globally diversified asset allocation to mitigate the effects of inflation and market volatility. Its strategy focuses on long-term capital preservation and utility maximization, specifically targeting high-income professionals in the legal and medical fields, as well as business owners and affluent families.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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