Angel Mendez
RAI Wealth Management · Placentia, California
Angel Mendez is a fee-only financial advisor at RAI Wealth Management in Placentia, California, who holds the CFP credential. RAI Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RAI Wealth Management |
|---|---|
| Based in | Placentia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.7M across 562 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7771944 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.richeyadvisors.com |
How Angel's firm compares
- RAI Wealth Management's average account is about $284,000, from its Form ADV (assets managed divided by 562 accounts).
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Questions about Angel
Is Angel Mendez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angel holds no broker registration, and RAI Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angel charge for financial advice?
Angel's firm, RAI Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angel Mendez based?
Angel Mendez is based in Placentia, California.
What credentials does Angel Mendez hold?
Angel Mendez holds the CFP credential.
Is Angel Mendez registered with the SEC?
Yes. Angel Mendez is registered as an investment adviser representative in CA (CRD 7771944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RAI Wealth Management manage?
RAI Wealth Management reports $159.7M across 562 accounts in assets under management.
How do I contact Angel Mendez?
Through Angel's website, www.richeyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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