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Bruno Gouveia Mendes

MENDES WEALTH MANAGEMENT, LLC·TEMPLE CITY, California
SIE, Series 7, Series 7TO, Series 63, Series 66Clean record8 years registeredMENDES WEALTH MANAGEMENT, LLC
5926 TEMPLE CITY BLVD, TEMPLE CITY, CA 91780CRD# 6946888Firm CRD# 315950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruno Gouveia Mendes · TEMPLE CITY, CA
Registration
CRD #6946888 · MENDES WEALTH MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

J.P. MORGAN SECURITIES LLC
Jan 2024 – present
MENDES WEALTH MANAGEMENT, LLC
Sep 2021 – Feb 2024
SAN GABRIEL, CA
MORGAN STANLEY
Jul 2018 – Aug 2021
Pasadena, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 66
Registration record
First registered · July 23, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MENDES WEALTH MANAGEMENT, LLC
CRD 315950 · SEC 801-122232
AUM
$6M
Regulatory assets under management
Employees
1
4 client accounts
Services offered by MENDES WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MENDES WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Bruno Gouveia Mendes offer?
Bruno Gouveia Mendes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPLE CITY, California for a consultation.
What are Bruno Gouveia Mendes's credentials?
Bruno Gouveia Mendes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruno Gouveia Mendes located?
Bruno Gouveia Mendes is based in TEMPLE CITY, California, working with MENDES WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPLE CITY metropolitan area and surrounding communities.
How does Bruno Gouveia Mendes charge for services?
Bruno Gouveia Mendes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MENDES WEALTH MANAGEMENT, LLC?
MENDES WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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