# Mittelman Jones Tax & Wealth

> Mittelman Jones Tax & Wealth is a state-registered investment advisory firm in Winston Salem, NC, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated January 10, 2026.

- CRD: 339796
- Filed as: MITTELMAN JONES TAX & WEALTH
- Legal name: Mittelman Jones Accounting PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: January 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339796
- AdvisorCensus page: https://advisorcensus.com/firm/mittelman-jones-tax-and-wealth-winston-salem-nc-339796

## Quick answers

**How is Mittelman Jones Tax & Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Mittelman Jones Tax & Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mittelman Jones Tax & Wealth located?**
Mittelman Jones Tax & Wealth's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Mittelman Jones Tax & Wealth registered with the SEC or a state?**
Mittelman Jones Tax & Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339796.

**Does Mittelman Jones Tax & Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mittelman Jones Tax & Wealth (CRD 339796): Form ADV filing data as of October 2026.