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MITTELMAN WEALTH MANAGEMENT

· CRD 313042 · IAPD ↗ · mwmfamilyoffice.com · 617-378-1382

$204.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — MITTELMAN WEALTH MANAGEMENT reported RAUM up 25% ($194.6M -> $243.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.