MENDES WEALTH MANAGEMENT, LLC
CRD #315950 SEC #801-122232 TEMPLE CITY, CA 954-614-0202
SEC Registered
Total AUM
$6.5M
Discretionary
$4.4M
Employees
1
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $6.5M | $4.4M | $2.1M | 1 | 0 |
| Nov 2021 | $6.5M | $4.4M | $2.1M | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
DateJan 2022
Total AUM$6.5M
Discretionary$4.4M
Non-Disc.$2.1M
Employees1
Clients0
DateNov 2021
Total AUM$6.5M
Discretionary$4.4M
Non-Disc.$2.1M
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0