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MULHOLLAND WEALTH ADVISORS, LLC
CRD 282408 · SEC 801-107079
4110 N. SCOTTSDALE RD., STE. 125, SCOTTSDALE, AZ, 85251, United States
Phone
3102728185
Fax
4806877979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.7M
Discretionary AUM
$611.7M
Team
39 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUB-ADVISER TO INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $6.1M |
| High net worth individuals | 4 | $202K |
| Other investment advisers | 4 | $605.5M |
States served
AZ, AR, CA, CO, IN, IA, KS, MI, NE, NM, NY, OH, PA, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD