S. Mittelman has been Managing Member/Chief Investment Officer/Chief Compliance Officer of Mittelman Wealth Management since January 2021, is a control person of the firm and directly owns 75% or more of it.
Mittelman Wealth Management LLC is a firm with $205M under management, 33 clients and 1 adviser in one office, as of its March 2026 filing.
S. Joel Mittelman is President & Chief Investment Officer of Mittelman Wealth Management. His career spans three decades. His experience includes BNY Mellon, Fidelity, McKinsey & Company, Deloitte & Touche, Fiduciary Trust and Wellington Management.
- Mittelman Wealth ManagementCurrent– present · 5 yearsAndover, MA · Adviser representative · Firm CRD 313042
Professional designations
Listed by Mittelman Wealth Management
- CFA
- CFP
- CPA
Investment adviser representative registrations
S. Mittelman is registered as an investment adviser representative in 3 states. The first approvals date from May 2021; the most recent is Texas, in December 2022.
- MassachusettsSince 3 May 2021
- New HampshireSince 11 April 2022
- TexasSince 14 December 2022
Examinations
No examinations are on S. Mittelman’s record.
- Full name
- S. Joel Mittelman
- CRD
- 7340651
- Firm
- Mittelman Wealth Management · CRD 313042
- Role
- Managing Member/Chief Investment Officer/Chief Compliance Officer
- Office
- Andover, MA
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mwmfamilyoffice.com
Where does S. Mittelman work?
S. Mittelman has been Managing Member/Chief Investment Officer/Chief Compliance Officer of Mittelman Wealth Management LLC since January 2021, and is a control person of the firm.
Is S. Mittelman a financial advisor?
Yes. S. Mittelman has a current investment-adviser registration in Massachusetts, New Hampshire and Texas, through Mittelman Wealth Management since May 2021.
How many years of experience does S. Mittelman have?
S. Mittelman has 5 years in the financial industry, since May 2021, across 1 adviser firm.
Where is S. Mittelman based?
S. Mittelman’s registered office is in Andover, MA.
Is S. Mittelman registered with FINRA?
No. S. Mittelman has no current broker registration.
Is S. Mittelman a CFP?
Mittelman Wealth Management lists S. Mittelman with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Source: S. Joel Mittelman, CFA, CFP, CPA biography, mwmfamilyoffice.com
Is S. Mittelman a CFA charterholder?
Mittelman Wealth Management lists S. Mittelman with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: S. Joel Mittelman, CFA, CFP, CPA biography, mwmfamilyoffice.com
How can I verify S. Mittelman’s record?
Search CRD 7340651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes S. Mittelman’s full registration record.