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S. Joel Mittelman

Managing Member/Chief Investment Officer/Chief Compliance OfficerMittelman Wealth Management LLCCRD 7340651

About S. Joel Mittelman

S. Joel Mittelman is listed as Managing Member/Chief Investment Officer/Chief Compliance Officer at Mittelman Wealth Management LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Mittelman Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does S. Joel Mittelman work?

S. Joel Mittelman is listed as Managing Member/Chief Investment Officer/Chief Compliance Officer at Mittelman Wealth Management LLC on SEC Form ADV.

How much of Mittelman Wealth Management LLC does S. Joel Mittelman own?

Form ADV reports a beneficial ownership band of Over 75%.

Mittelman Wealth Management LLC

TitleManaging Member/Chief Investment Officer/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021
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