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Building 2MENDES WEALTH MANAGEMENT, LLC

Map pinTEMPLE CITY, CA
Phone954-614-0202
NotebookSEC #801-122232
Total AUM
$6.5M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5926 TEMPLE CITY BLVD
SUITE H
TEMPLE CITY
CA 91780
United States
Operating Hours
6:30 AM - 3 PM
Monday - Friday
Phone
954-614-0202

ReceiptFinancials

Total AUM
$6.5M
Accounts
4
Discretionary
$4.4M
Accounts
1
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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HNW Individual Clients
1
AUM
$6.1M
Corporation or Business Clients
1
AUM
$393.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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