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Mittelman Wealth Management
Mittelman Wealth Management is a boutique multi-family office and registered investment adviser based in Andover, Massachusetts. The firm serves high net worth individuals and families, focusing on bespoke wealth management and generational planning. According to recent SEC filings, it has 1 employee and manages over $243 million in assets as of March 2025. The firm is registered with the SEC (CIK: 0002021464, CRD: 313042).
Investment Strategy
Mittelman Wealth Management develops tailored wealth management strategies for high net worth families, emphasizing multi-generational financial sustainability. The firm provides discretionary portfolio management, focusing on equity and fixed income securities. Its investment philosophy emphasizes long-term growth, risk management, and personalized financial planning designed to address each client's unique objectives.
Latest 13F Filing Activity
Mittelman Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $118M. The fund increased holdings in Ishares TRT Is 5-10 Inv GR CR BD Etf, Vanguard Small Cap Etf, Ishares TR Is 1-5 YR in GR CR BD Etf among other positions. Mittelman Wealth Management reduced exposure to Vanguard Ftse Developed Markets Etf, Vanguard S&P 500 Etf, Vanguard High Dividend Yield Etf among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 16.02% | $19.0M | 92,702 | $187.24 | $204.67 | +$751.1K |
V VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 15.37% | $18.2M | 136,560 | $125.47 | $133.31 | -$759.0K |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.50% | $11.3M | 197,471 | $51.43 | $57.01 | -$1.6M |
V VOO | VANGUARD S&P 500 ETF | 9.25% | $11.0M | 19,288 | $496.41 | $568.03 | -$1.2M |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 9.07% | $10.8M | 217,369 | $45.91 | $49.46 | -$173.1K |
Industry Allocation
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