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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-24-2021
- Office Locations
- 1
Office Locations
About Mittelman Wealth Management
Mittelman Wealth Management is an independent, fiduciary multi-family office serving a limited number of client families. The firm provides integrated financial, retirement, and tax-minimization planning alongside customized, risk-sensitive portfolio management, including ESG/SRI mandates. Advisory work also covers philanthropy, trust & estate planning, and nonprofit guidance. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 28, 2026, reported AUM decreased 15.9%, from $243.4M to $204.6M.
Across 5 reported observations, AUM increased 37.8% between December 14, 2022 and March 28, 2026, from $148.5M to $204.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $6.2M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
S. JOEL MITTELMAN
Advisor, Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7340651
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,612,176 | $2,200,131 |
| Non-Discretionary | $0 | -- |
| Total | $204,612,176 | $2,200,131 |
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Separately Managed Accounts
SMA allocation detail is available
Mittelman Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mittelman Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.