Mitz Wealth Management, LLC

Mitz Wealth Management, LLC (CRD# 300052) is a financial advisory firm headquartered in , . They manage $6,931,077 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.mitzwm.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $141,451
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.

WA

Financial Advisors at Mitz Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ian Mitz, financial advisor Pasco WA
Ian G. Mitz
CRD#: 4484452
Pasco, WA

Ian Mitz (CRD# 4484452) is an Investment Advisor Representative working at Mitz Wealth Management, LLC in Pasco, WA and has over 22 years 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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