# MITTELMAN WEALTH MANAGEMENT

MITTELMAN WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 313042
- Type: SEC-registered investment adviser
- SEC file number: 801-120590
- Phone: 617-378-1382
- Latest filing: 2026-03-28
- Regulatory AUM: $204.6M
- Discretionary AUM: $204.6M
- Clients: 1
- Accounts: 93

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| S. Joel Mittelman | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | Andover, MA |
| MITTELMAN JOEL S | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MITTELMAN S JOEL | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313042/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313042/similar
- Related entities: https://search.stillhousedata.com/firm/313042/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313042

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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.