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At Mendoza Private Wealth, we are a fee-only, independent firm dedicated to providing unbiased financial advice that puts your needs first. Based in Miami, Iván works with clients across South Florida, the U.S., and internationally, offering personalized strategies to help you reach your financial goals. Our expertise extends to serving non-US clients, allowing us to address the unique financial planning needs of a diverse, global clientele.

Find Us At

8333 NW 53rd Street, Suite 450,  Miami, FL 33166

We are available for meetings in person, by phone, or virtual conference.
(305) 501-5133
(833) 882-5800

Office Hours

Monday—Friday
9:00AM—5:00PM

MENDOZA PRIVATE WEALTH, INC. (“MENDOZA PRIVATE WEALTH”) is a Registered Investment Advisor registered in the state of Florida. MENDOZA PRIVATE WEALTH provides asset management and related services for clients nationally. MENDOZA PRIVATE WEALTH will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. MENDOZA PRIVATE WEALTH renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This web site is intended to provide general information about MENDOZA PRIVATE WEALTH. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Click here to read more.