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They include 33 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mittelman Wealth Management offer?","answer":"Mittelman Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mittelman Wealth Management charge?","answer":"Mittelman Wealth Management charges 1.00%–1.50% a year for its Investment Management and Wealth Planning Services. The fee is billed in arrears and is negotiable.","source":"MITTELMAN WEALTH MANAGEMENT ADV BROCHURE, filed 28 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mittelman Wealth Management use?","answer":"Mittelman Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $205M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mittelman Wealth Management have?","answer":"Mittelman Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mittelman Wealth Management invest in?","answer":"At the end of its last fiscal year, Mittelman Wealth Management’s separately managed accounts held 81% exchange-traded equities, 8% cash and equivalents, 7% pooled vehicles (private funds and similar), 3% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mittelman Wealth Management?","answer":"Mittelman Wealth Management’s direct owner is S. 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