Angel Mendez

Employer firm

Rai Wealth Management CRD 277137

$160M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Rai Wealth Management
  Fullerton, CA
• 06/2023 → 12/2024
  Gregory Advisors, Inc.
  Huntington Beach, CA
• 01/2020 → 04/2023
  Angel Mendez Landscaping
  Menifee, CA
• 05/2013 → 05/2023
  Student
  Fullerton, CA

Previous Registrations

• 2023-10-12 → 2025-01-02
  Gregory Advisors Inc.
  Huntington Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-25

Designations

• Certified Financial Planner