# MITZ WEALTH MANAGEMENT, LLC

MITZ WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 300052
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300052/similar
- Related entities: https://search.stillhousedata.com/firm/300052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300052

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.