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
| Title | Managing Member/Chief Investment Officer/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |