Mittelman Wealth Management LLC
● SEC registered since 2021CRD 313042SEC# 801-120590
Reg. AUM
$204.6M
Employees
1
Accounts
93
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 $204.6 million in regulatory assets under management and employs 1 people.
Mittelman Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| S. Joel Mittelman Control | Managing Member/Chief Investment Officer/Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Mittelman Wealth Management LLC manage?
Mittelman Wealth Management LLC reports $204.6 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
| Phone | 617-378-1382 |
| Office hours | 8:00 a.m.- 6:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$204.6M▼ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$204.6Mregulatory AUM
Discretionary $204.6M