Unclaimed Profile

John Alfonso Mendez

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida

Series 7, Series 24, Series 55, Series 63, Series 66, Series 99TOClean recordMONDEUM WEALTH ADVISORS, LLC

999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2185151Firm CRD# 309588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Alfonso Mendez · MIAMI, FL

Registration

CRD #2185151 · MONDEUM WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 55

Series 63

Series 66

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONDEUM WEALTH ADVISORS, LLC

CRD 309588 · SEC 801-119245

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by MONDEUM WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONDEUM WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Alfonso Mendez offer?

John Alfonso Mendez specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.

What are John Alfonso Mendez's credentials?

John Alfonso Mendez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Alfonso Mendez located?

John Alfonso Mendez is based in MIAMI, Florida, working with MONDEUM WEALTH ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does John Alfonso Mendez charge for services?

John Alfonso Mendez'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 MONDEUM WEALTH ADVISORS, LLC?

MONDEUM WEALTH ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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