Lucas Mendoza Wealth Advisors Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2006

Year Founded

  • Professionals
  • 5

Professionals

  • AUM

Lucas Mendoza Wealth Advisors General Information

Description

Lucas Mendoza Wealth Advisors is a wealth management firm based in San Diego, California. Established in 2006, the firm provides personal financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm's assets are managed by the executive management team.

Contact Information

Website
www.lucasmendozawealth.com
Year Founded
2006
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder, President & Chief Compliance Officer
Email
ch
Phone
+1 (619)
Corporate Office
  • 9865 Businesspark Avenue
  • Suite D
  • San Diego, CA 92131
  • United States
+1 (619)

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Lucas Mendoza Wealth Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Lucas Mendoza Wealth Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Lucas Mendoza Wealth Advisors FAQs

  • When was Lucas Mendoza Wealth Advisors founded?

    Lucas Mendoza Wealth Advisors was founded in 2006.

  • Where is Lucas Mendoza Wealth Advisors headquartered?

    Lucas Mendoza Wealth Advisors is headquartered in San Diego, CA.

  • How many Assets Under Management (AUM) does Lucas Mendoza Wealth Advisors have?

    Lucas Mendoza Wealth Advisors has in assets under management.

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