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Chief Executive Officer & Chief Compliance Officer · Solano Wealth Advisors

Carlos R. Mendoza

CRD 4237221 · Named on Form ADV at one SEC-registered adviser

At a glance

Solano Wealth Advisors, an SEC-registered wealth manager based in Fairfield, CA with $332 million in regulatory assets, lists Carlos R. Mendoza on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Solano Wealth AdvisorsChief Executive Officer & Chief Compliance OfficerWealth manager · Fairfield, CA · $332M in regulatory assets

AtlasMembers

Carlos’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carlos’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.