MONDEUM WEALTH ADVISORS, LLC

MONDEUM WEALTH
MIAMI, Florida·4 registered advisors·CRD# 309588
SEC# 801-1192450833-781-6336
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at MONDEUM WEALTH ADVISORS, LLC

4 registered advisors
John Alfonso Mendez
MIAMI, Florida
John Chandler Clifford
MIAMI, Florida
Michael James Milani
MIAMI, Florida
Preston William Haxo
MIAMI, Florida
05

Office Locations

MIAMI, Florida
4 advisors

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Data sourced from SEC Form ADV filings. MONDEUM WEALTH ADVISORS, LLC (CRD# 309588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.