# Mittelman Wealth Management

Mittelman Wealth Management is a Multi Family Office based in Andover, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Andover, United States
- **Region:** North America
- **Address:** Andover, United States
- **Founded:** 2021
- **Assets under management:** 243 (Altss estimate)
- **Website:** mwmfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/mittelman-wealth-management

## Regulatory record

- **CRD number:** 313042
- **SEC file number:** 801-120590
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313042

## About

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.

## Sectors

- PropTech
- AI/ML
- Cybersecurity

## People

- S. Joel Mittelman — President and Chief Investment Officer

## 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.

## Related profiles

- [MFO Investments](https://altss.com/profile/mfo-investments)
- [Summa Health Retirement Income Plan and Trust](https://altss.com/profile/summa-health-retirement-income-plan-and-trust)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mittelman-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology