Mulholland Wealth Advisors LLC

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Assets, Funds, Holdings

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Mulholland Wealth Advisors LLC
CRD #282408
SEC #801-107079
CIK #
AUM $430.5 MM (2024-03-29)
Employees 31 (26% Investors, 29% Brokers)
Phone310-272-8185
Address4110 N Scottsdale Rd, Ste 125
Scottsdale, AZ 85251
Source [IAPD] [Website]
Total AUM ($MM)
4503602701809002009201420192025
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
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