Ivan Miguel Mendoza
Investment adviser representative at Mendoza Private Wealth
8 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$101.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Mendoza Private WealthMar 2016 to now
- Wells Fargo Advisors Financial Network, LLCApr 2016 to Jan 2024
Designations
- CFP® certification
- ChFC®
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Mendoza Private Wealth
Legal name: Mendoza Private Wealth Inc.
$101.4MAssets managed
53Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4013969
- Firm CRD
- 329126