MITZ WEALTH MANAGEMENT, LLC

MITZ WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 300052). Regulatory assets under management: $8.4M.

Registration

• CRD: 300052
• Type: Registered investment adviser
• Phone: (509) 521-1990
• Latest filing: 2026-03-31
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.1M
• Non-discretionary AUM: $280K
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300052 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search