Mittelman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$199,089,222
Clients
33
100% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
LowAverage account size
$6,033,007
About
Mittelman Wealth Management provides discretionary investment management and tailored wealth‑planning services for high‑net‑worth individuals, endowments, foundations and other entities. Wealth‑planning services — including tax strategy, trust and estate advisory, nonprofit and philanthropic advisory — are offered as part of the advisory relationship at no additional cost, and the firm advises across public securities, ETFs and private placements.
The firm implements customized, discretionary portfolios using a mix of fundamental analysis, modern portfolio theory, cyclical analysis and both long‑ and short‑term trading, and may employ options or frequent trading when appropriate to client objectives. It explicitly notes tax implications are considered but not the primary constraint on portfolio construction and encourages clients to consult tax professionals.
Noteworthy aspects include managing roughly $204.6 million across 33 clients, a concentration that implies an unusually high level of assets per advisor compared with peers in the supported‑firm category. The firm discloses written arrangements to pay third‑party promoters for referrals and references third‑party ratings in its materials, and it relies on an institutional custodian platform that provides research and administrative benefits while leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $10,000,000: 1.25% $10,000,001 - $20,000,000: 1.00% $20,000,001+: Negotiable
Main office location
Mittelman Wealth Management
Andover MA, United States
Number of offices
1
Most active in
Mittelman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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