Mendel Money Management Inc
- Regulatory AUM
- $317M
- Discretionary
- $317M
- Clients
- 211
- Avg AUM / client
- $1.5M
- Accounts
- 631
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 135 | $48.0M | 15.2% |
| High net worth individuals | 76 | $263M | 83.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 0.36% |
| Charitable organizations | Fewer than 5 clients | $501K | 0.16% |
| Corporations and other businesses | Fewer than 5 clients | $4.3M | 1.36% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Merje Mendel | President And Chief Investment Officer | CFA | Mar 1989 (37y) | Less than 5% |
| Bradley Adam Mendel | Chief Compliance Officer Vice President And Wealth Advisor | CFP | Mar 2018 (8y) | 75% or more |
| Mark Bennett Burka | Registered representative | CFA | Apr 2022 (4y) | |
| Alexander Michael Wasiunec | Registered representative | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $246M (78% of AUM) Mar 2026
- William Blair & Company L.L.C. $37.7M (12% of AUM) Mar 2026
- Wells Fargo $33.6M (14% of AUM) Aug 2022
- Morgan Stanley $31.7M (11% of AUM) Mar 2024
- J.P. Morgan $29.9M (10% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗