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Mittelman Wealth Management LLC

● SEC registered since 2021CRD 313042SEC# 801-120590
Export (members)
Reg. AUM
$243.4M
Employees
1
Accounts
65
Location
—

Mittelman Wealth Management LLC assets under management

Mittelman Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $243.4 million in regulatory assets under management and employs 1 people.
mwmfamilyoffice.comView on SEC.gov ↗

Mittelman Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
S. Joel Mittelman ControlManaging Member/Chief Investment Officer/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Mittelman Wealth Management LLC manage?

Mittelman Wealth Management LLC reports $243.4 million in regulatory assets under management on its Form ADV.

How many employees does Mittelman Wealth Management LLC have?

Mittelman Wealth Management LLC reports 1 employees.

Does Mittelman Wealth Management LLC disclose fund performance?

Mittelman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone617-378-1382
Office hours8:00 a.m.- 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$243.4M
Non-discretionary$0
Total (RAUM)$243.4M