Mittelman Wealth Management

Mittelman Wealth Management (CRD# 313042) is a financial advisory firm headquartered in , . They manage $194,609,214 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://mwmfamilyoffice.com
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $7,484,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Mittelman Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
S. Mittelman, financial advisor Andover MA
S. J. Mittelman
CRD#: 7340651
Andover, MA

S. Mittelman (CRD# 7340651) is an Investment Advisor Representative working at Mittelman Wealth Management in Andover, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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