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| Mulholland Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 282408 |
| SEC # | 801-107079 |
| CIK # | |
| AUM | $430.5 MM (2024-03-29) |
| Employees | 31 (26% Investors, 29% Brokers) |
| Phone | 310-272-8185 |
| Address | 4110 N Scottsdale Rd, Ste 125 Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 78.3 |
| (b) Individuals (high net worth individuals) | 41 | 33.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 204.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,082 | 316.4 |
| By Discretionary | ||
| Discretionary | 1,082 | 316.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,082 | 316.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.4 | |
| Total | 1,082 | 316.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.4 |
|
Robertson Wealth Management LLC
✚
|
TX | 0.4 |
|
WP Advisors LLC
✚
|
CA | 0.4 |
|
Bates Financial Advisors Inc
✚
|
IL | 0.4 |
|
Central Family Advisors LLC
✚
|
NY | 0.4 |
|
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.4 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.4 |
|
HOEY Investments Inc
✚
|
PA | 0.4 |
|
Financial Connections Group Inc
✚
|
CA | 0.4 |
|
FIRE Capital Management LLC
✚
|
CA | 0.4 |