MITTELMAN WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 313042). Regulatory assets under management: $204.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |