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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
S. JOEL MITTELMAN
Advisor, Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7340651
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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