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| Keyboard |
| Mulholland Wealth Advisors LLC
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|---|---|
| CRD # | 282408 |
| SEC # | 801-107079 |
| CIK # | |
| AUM | 611.7 M (2026-04-01) |
| Employees | 39 (13% Investors, 41% Brokers) |
| Phone | 310-272-8185 |
| Address | 4110 N Scottsdale Rd, Ste 125 Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 6.1 |
| (b) Individuals (high net worth individuals) | 4 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 605.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 141 | 611.7 |
| By Discretionary | ||
| Discretionary | 141 | 611.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 141 | 611.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.7 | |
| Total | 141 | 611.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tactive Advisors LLC
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|
FL | 619.0 M |
|
Meritas Wealth Management LLC
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CA | 618.9 M |
|
FMB Wealth Management
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CA | 615.7 M |
|
Wolff Financial Management LLC
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MI | 612.7 M |
|
Red Lighthouse Investment Management LLC
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|
612.2 M | |
|
Financial Security Management Inc
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|
CO | 611.5 M |
|
Financial Plans & Strategies Inc
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|
IN | 610.6 M |
|
Inlet Private Wealth LLC
✚
|
FL | 608.1 M |
|
Drexel Morgan & Co
✚
|
PA | 607.0 M |
|
Caldwell Sutter Capital Inc
✚
|
CA | 605.7 M |