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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MENDEL MONEY MANAGEMENT INC

CRD 105974

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae2f8c6-4d17-8c26-b7b7-ea020ee5b5a4

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2012 to Sep 2, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $317MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $317M
Private client RAUM: $311MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $79.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 631
Individual clients: 135
High net worth clients: 76
SEC number: 801-34323
CIK: 1600585
CRD: 105974
Filings on the tape: 36
First filed: Feb 21, 2012
Latest filed: Sep 2, 2026
Organised: Corporation, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BARRY MERJE MENDEL	Chartered Financial Analyst	NORTHBROOK, IL	28	37	1	no
BRADLEY ADAM MENDEL	Certified Financial Planner	NORTHBROOK, IL \| DEERFIELD, IL	8	12	n/a	no
MARK BENNETT BURKA	Chartered Financial Analyst	NORTHBROOK, IL	4	34	2	no
ALEXANDER MICHAEL WASIUNEC	n/a	NORTHBROOK, IL	3	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MENDEL, BARRY, MERGE	PRESIDENT AND CHIEF INVESTMENT OFFICER	Na	yes	03/1989	Feb 21, 2012	Mar 20, 2024
MENDEL, BRADLEY, ADAM	CHIEF COMPLIANCE OFFICER VICE PRESIDENT AND WEALTH ADVISOR	E	yes	03/2020	Mar 29, 2020	Mar 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$317M	$317M	7	4	1	n/a	n/a
2024	Apr 17, 2025	$301M	$301M	7	4	1	n/a	n/a
2023	Mar 20, 2024	$296M	$296M	6	4	1	n/a	n/a
2022	Mar 16, 2023	$264M	$264M	6	3	0	n/a	n/a
2021	Mar 21, 2022	$238M	$238M	4	2	0	n/a	n/a
2020	Mar 12, 2021	$206M	$206M	3	2	0	n/a	n/a
2019	Mar 29, 2020	$173M	$173M	3	2	0	n/a	n/a
2018	Mar 20, 2019	$142M	$142M	3	3	1	n/a	n/a
2017	Mar 6, 2018	$156M	$156M	3	3	1	n/a	n/a
2016	May 1, 2017	$144M	$144M	3	3	n/a	n/a	n/a
2015	Mar 8, 2016	$146M	$146M	3	3	n/a	n/a	n/a
2014	Mar 19, 2015	$152M	$145M	3	3	n/a	n/a	n/a
2013	Feb 14, 2014	$140M	$134M	3	3	n/a	n/a	n/a
2012	Feb 22, 2013	$116M	$110M	2	2	n/a	n/a	n/a
2011	Feb 21, 2012	$110M	$104M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$317M	$301M	5.3%	$264M	6.3%	7	7	1	1

Relationships

Registered with (4)

← ALEXANDER MICHAEL WASIUNECAdvisorregistration: current employment
Jun 28, 2023 to presentfactForm ADV
← MARK BENNETT BURKAAdvisorregistration: current employment
Apr 21, 2022 to presentfactForm ADV
← BRADLEY ADAM MENDELAdvisorregistration: current employment
Mar 1, 2018 to presentfactForm ADV
← BARRY MERJE MENDELAdvisorregistration: previous registration
Oct 10, 1997 to Dec 31, 2002factForm ADV

Controls (2)

← MENDEL, BARRY, MERGEOwnerPRESIDENT AND CHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 21, 2012 to Mar 20, 2024factForm ADV
← MENDEL, BRADLEY, ADAMOwnerCHIEF COMPLIANCE OFFICER VICE PRESIDENT AND WEALTH ADVISOR, ownership code E, individual
Mar 29, 2020 to Mar 20, 2024factForm ADV

Dated events

Occurred
Mar 29, 2020
Control person joined
A Bradley Mendel (Vice President And Wealth Advisor) appeared on Schedule A of Mendel Money Management Inc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ae2f8c6-4d17-8c26-b7b7-ea020ee5b5a4
First observed: Feb 21, 2012
Last observed: Sep 2, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MENDEL MONEY MANAGEMENT INC

CRD 105974

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ae2f8c6-4d17-8c26-b7b7-ea020ee5b5a4

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BARRY MERJE MENDEL

Chartered Financial Analyst

NORTHBROOK, IL

BRADLEY ADAM MENDEL

Certified Financial Planner

NORTHBROOK, IL | DEERFIELD, IL

n/a

MARK BENNETT BURKA

Chartered Financial Analyst

NORTHBROOK, IL

ALEXANDER MICHAEL WASIUNEC

n/a

NORTHBROOK, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MENDEL, BARRY, MERGE

PRESIDENT AND CHIEF INVESTMENT OFFICER

yes

03/1989

Feb 21, 2012

Mar 20, 2024

MENDEL, BRADLEY, ADAM

CHIEF COMPLIANCE OFFICER VICE PRESIDENT AND WEALTH ADVISOR

yes

03/2020

Mar 29, 2020

Mar 20, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$317M

n/a

2024

Apr 17, 2025

$301M

n/a

2023

Mar 20, 2024

$296M

n/a

2022

Mar 16, 2023

$264M

n/a

2021

Mar 21, 2022

$238M

n/a

2020

Mar 12, 2021

$206M

n/a

2019

Mar 29, 2020

$173M

n/a

2018

Mar 20, 2019

$142M

n/a

2017

Mar 6, 2018

$156M

n/a

2016

May 1, 2017

$144M

n/a

2015

Mar 8, 2016

$146M

n/a

2014

Mar 19, 2015

$152M

$145M

n/a

2013

Feb 14, 2014

$140M

$134M

n/a

2012

Feb 22, 2013

$116M

$110M

n/a

2011

Feb 21, 2012

$110M

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$317M

$301M

5.3%

$264M

6.3%