← Directory
MITTELMAN WEALTH MANAGEMENT
Legal name: MITTELMAN WEALTH MANAGEMENT LLC
CRD 313042File 801-120590
APPROVED
Retail clients
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.6M
Below cohort median (national)
Discretionary AUM
$204.6M
Clients
33
93 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 24, 2021
- Principal office
- Not reported
- Phone
- 617-378-1382
- Website
- https://mwmfamilyoffice.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.6M
- Discretionary AUM
- $204.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 93
- Non-discretionary accounts
- 0
- Total accounts
- 93
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.5M |
| High net worth individuals | 33 | $199.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.