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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 6, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Mendes, Bruno, Gouveia | I | OWNER, FOUNDER, WEALTH ADVISOR, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| Mendes, Bruno, Gouveia | I | OWNER, FOUNDER, WEALTH ADVISOR, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| Mendes, Bruno, Gouveia | I | OWNER, FOUNDER, WEALTH ADVISOR, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| Mendes, Bruno, Gouveia | I | OWNER, FOUNDER, WEALTH ADVISOR, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| Mendes, Bruno, Gouveia | I | OWNER, FOUNDER, WEALTH ADVISOR, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 6, 2022 REGISTERED
Notice Filings (2)
CA TX
Address
5926 TEMPLE CITY BLVDSUITE H
TEMPLE CITY, CA 91780
United States
Phone: 954-614-0202