|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mittelman Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 313042 |
| SEC # | 801-120590 |
| CIK # | 0002021464 |
| AUM | $243.4 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-378-1382 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hologic Inc | 0.7 | ||
| Nvidia Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 238.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 243.4 |
| By Discretionary | ||
| Discretionary | 65 | 243.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 243.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.4 | |
| Total | 65 | 243.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021464] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dependable Alternative Investments LLC
✚
|
0.2 | |
|
Long Island Wealth Management Inc
✚
|
NY | 0.2 |
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |
|
Ervin Investment Management LLC
✚
|
0.2 | |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
MLP3 LLC
✚
|
NJ | 0.2 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |
|
Founders Capital Management Inc
✚
|
TX | 0.2 |