Overview
- Total Firm Assets
- $205 million
- Average High-Net-Worth Client Portfolio Size
- $6.0 million
Fee Disclosure
Source: MITTELMAN WEALTH MANAGEMENT ADV BROCHURE (2025-03-31)
· View brochure text
Latest filing: MITTELMAN WEALTH MANAGEMENT ADV BROCHURE (2026-03-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.50% |
| $2,000,001 | $10,000,000 | 1.25% |
| $10,000,001 | $20,000,000 | 1.00% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $67,500 | 1.35% |
| $10 million | $130,000 | 1.30% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 97.30%
- Number of High-Net-Worth Clients
- 33
- Total Client Accounts
- 93
- Discretionary Accounts
- 93
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 313042
- MITTELMAN WEALTH MANAGEMENT ADV BROCHURE (2026-03-28) · View brochure text
- MITTELMAN WEALTH MANAGEMENT ADV BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗