MONDEUM WEALTH ADVISORS, LLC

MONDEUM WEALTH
MIAMI, Florida·5 registered advisors·CRD# 309588
SEC# 801-1192450833-781-6336
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
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

5 registered advisors
Duke Esmond Ezekiel Pollard
MIAMI, Florida
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
5 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.