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Preston William Haxo

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida
Series 24, Series 99TOClean recordMONDEUM WEALTH ADVISORS, LLC
999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6267154Firm CRD# 309588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Preston William Haxo · MIAMI, FL
Registration
CRD #6267154 · MONDEUM WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 24
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MONDEUM WEALTH ADVISORS, LLC
CRD 309588 · SEC 801-119245
AUM
—
Regulatory assets under management
Employees
4
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 Preston William Haxo offer?
Preston William Haxo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Preston William Haxo's credentials?
Preston William Haxo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Preston William Haxo located?
Preston William Haxo 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 Preston William Haxo charge for services?
Preston William Haxo'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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Other Advisors at MONDEUM WEALTH ADVISORS, LLC

Michael James Milani
MIAMI, FL
John Chandler Clifford
MIAMI, FL
John Alfonso Mendez
MIAMI, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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