# MITTELMAN JONES TAX & WEALTH

MITTELMAN JONES TAX & WEALTH of WINSTON SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 339796
- Type: SEC-registered investment adviser
- Location: 1495 RYMCO DR, WINSTON SALEM, NC, 27103
- Phone: 336-608-1723
- Latest filing: 2026-01-10
- Clients: 1

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339796/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339796/similar
- Related entities: https://search.stillhousedata.com/firm/339796/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339796

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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.