Mitz Wealth Management, LLC

Overview

Mitz Wealth Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves individual and family clients and offers fee arrangements that combine a percentage-of-AUM model with fixed fees for certain services. Core advisory activities center on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity shows a clear tilt toward pooled public vehicles — the firm's largest exposures are in mutual funds and other public funds rather than concentrated individual equity positions. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. It does use third-party managers for certain alternative allocations, primarily real estate, and supplements portfolios with annuities where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices