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MITTELMAN WEALTH MANAGEMENT

MITTELMAN WEALTH MANAGEMENT LLC

CRD 313042 · SEC 801-120590

Visit website

MA, United States

Phone

617-378-1382

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$204.6M

Discretionary AUM

$204.6M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals33$199.1M

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD