MULHOLLAND WEALTH ADVISORS, LLC

4110 N. Scottsdale Rd., Ste. 125
Scottsdale, Arizona 85251
Tel: 3102728185

About MULHOLLAND WEALTH ADVISORS, LLC

MULHOLLAND WEALTH ADVISORS, LLC, formally registered with the SEC as MULHOLLAND WEALTH ADVISORS, LLC. The firm was established in 02/04/2016. They have over 1 offices throughout the country.

MULHOLLAND WEALTH ADVISORS, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $430,492,626 assets under management, offering retirement planning & investment advisory services to 1211 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282408
SEC#	801-107079
Assets Managed by Firm	$430,492,626
No. of Clients	1211
No. of Advisors	32

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (SUB-ADVISER TO INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1211	$430,492,626
Individuals (other than high net worth individuals)	678	$86,527,062
High net worth individuals	48	$33,885,436
Other investment advisers	2	$310,080,128

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