AdvizorPro

Mitz Wealth Management, LLC

Mitz Wealth Management, LLC. CRD 300052

M

CRD: 300052

Mitz Wealth Management, LLC

Pasco, WA
5095211990
www.mitzwm.com
$8.4M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
American Funds · Capital Group · Charles Schwab & Company
Clients
Retail
Platforms
Meridian
Established Date
02-28-2019
Office Locations
1

Office Locations

-- Pasco WA

About Mitz Wealth Management, LLC

Mitz Wealth Management, LLC is a Pasco, Washington-based, owner-led RIA serving retail clients with investment portfolio management, comprehensive financial planning, and retirement income/wealth management. The firm builds diversified portfolios using mutual funds and ETFs, emphasizing active management, asset allocation, and risk management, with planning support such as tax and estate considerations. Custody includes Charles Schwab.

Team overview

-- AVG AGE
$8.4M AVG AUM / ADVISOR
$468.0K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

Unlock to compare peer behavior around unison frontier.
Request access to benchmark trends tied to radial glacier.
Full visibility includes strategy notes for glacier bridge.
Open the full profile to inspect shifts in north quantum.
Premium access reveals conviction themes in horizon vector quantum.
Full visibility includes strategy notes for beacon timber.
Open the full profile to inspect shifts in glacier frontier.
See the complete signal summary connected to wave.

Asset Classes

Catalyst Element Matrix

Custodian

Vital focus Matrix zenith Atlas catalyst Bridge optima

Investment Themes

Vector delta Vector Legacy Legacy Timber

Investment Vehicles

Vertex Atlas vector

Platform

Capital Unison eagle

Services

Catalyst Wave Harbor vertex Peak Focus ember Harbor legacy Meridian atlas Vital Vector capital Frontier

Technology

Quantum vital

Owner & Executives

IAN G MITZ

IAN G MITZ

Chief Compliance Officer, Chief Executive Officer

CRD
#4484452
Ownership
75% or more
(335) 670-7771
ember.crest@elementcapital.com
in linkedin.com/in/peak-element

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,143,706 --
Non-Discretionary $279,794 --
Total $8,423,500 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $8,423,500

$8.4M Total SMA
Public Funds:
69.7%
Cash:
30.3%
Asset class Assets Assets %
Public Funds $5,777,251,620 69.7%
Cash $2,511,488,150 30.3%
Total $8,288,739,770 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform