Mitz Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,423,500
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$467,972
About
Mitz Wealth Management is an independent, single-advisor advisory firm that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm prepares an Investment Policy Statement for each client and delivers written or electronic financial plans as part of its planning engagements.
The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory, blending active and passive funds and using systematic rebalancing. Investment decisions draw on cyclical, fundamental, technical and quantitative analysis, and the firm may apply short- to medium-term (roughly 12–18 month) tilts within a long-term allocation framework.
As a solo practitioner managing roughly $8.55 million for about 20 clients, the firm operates without additional staff and provides direct service from its principal. The adviser generally limits recommendations to mutual funds and ETFs, does not accept client-imposed restrictions in discretionary accounts, participates in an institutional custodian program that provides research and other benefits, and discloses that the principal voluntarily allowed prior insurance licenses to lapse in 2021 but may still advise on insurance-related matters (including potential commission relationships).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Income planning
General tax planning
Fee options
Fixed fees for comprehensive financial planning typically range from $2,400 to $7,200
$0 - $250,000: 1.25% annually $250,001 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001+: 0.20% annually
$300/hour for advisor activities, $150/hour for others (e.g., administrative tasks)
Main office location
Mitz Wealth Management, LLC
Pasco WA, United States
Number of offices
1
Most active in
Mitz Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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.
Forms ADV
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