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Mittelman Wealth Management
S. Joel Mittelman founded Mittelman Wealth Management as a multi-family office. The firm is headquartered in Andover and provides wealth management services to...
Mittelman Wealth Management
S. Joel Mittelman founded Mittelman Wealth Management as a multi-family office. The firm is headquartered in Andover and provides wealth management services to affluent families. No public disclosure exists on the origin of the underlying wealth. Mittelman Wealth Management deploys capital across PropTech, AI/ML, and Cybersecurity. It covers early-stage opportunities through direct co-investments, SPVs, fund-of-funds commitments, private credit, and real estate. Activity remains concentrated in North America. The firm maintains a board of advisors that includes Mark Donohue, Barry Finegold, Stephen Alepa, and Alex Goldman. It supports the Boston Center for Blind Children endowment. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Andover
Corporate office
Andover, United States
Principals
S. Joel Mittelman
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Mittelman Wealth Management?
S. Joel Mittelman holds the roles of President and Chief Investment Officer. He maintains CFA, CFP, and CPA credentials.
What investment stages does Mittelman Wealth Management typically target?
The firm focuses on early-stage opportunities.
Does Mittelman Wealth Management participate in fund commitments or only direct deals?
It uses direct co-investments, SPVs, and fund-of-funds structures.
Which sectors does Mittelman Wealth Management focus on?
Confirmed focuses include PropTech along with AI/ML and Cybersecurity.
Where does Mittelman Wealth Management maintain philanthropic structures?
It supports the Boston Center for Blind Children endowment in Massachusetts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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