RIA Intel›Advisers›MITTELMAN WEALTH MANAGEMENT LLC

MITTELMAN WEALTH MANAGEMENT LLC

Advisory

N·

Data as of Mar 28, 2026 · Source: SEC Form ADV

Total AUM
$205M
1-Year AUM Growth
+25.1%
3-Year CAGR
+17.9%
Employees
1
Assets Under Management
Total AUM$205M
Discretionary AUM$205M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients31
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingFeb 22, 2021
Latest FilingMar 28, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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