Mitz Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mitz Wealth Management is an independent, single-advisor advisory firm that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm prepares an Investment Policy Statement for each client and delivers written or electronic financial plans as part of its planning engagements.
The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory, blending active and passive funds and using systematic rebalancing. Investment decisions draw on cyclical, fundamental, technical and quantitative analysis, and the firm may apply short- to medium-term (roughly 12–18 month) tilts within a long-term allocation framework.
As a solo practitioner managing roughly $8.55 million for about 20 clients, the firm operates without additional staff and provides direct service from its principal. The adviser generally limits recommendations to mutual funds and ETFs, does not accept client-imposed restrictions in discretionary accounts, participates in an institutional custodian program that provides research and other benefits, and discloses that the principal voluntarily allowed prior insurance licenses to lapse in 2021 but may still advise on insurance-related matters (including potential commission relationships).
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning typically range from $2,400 to $7,200
$0 - $250,000: 1.25% annually $250,001 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001+: 0.20% annually
$300/hour for advisor activities, $150/hour for others (e.g., administrative tasks)
Main office
Pasco WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Lcgm, LLC · Mitz Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)