← Directory
MULHOLLAND WEALTH ADVISORS, LLC
CRD 282408File 801-107079
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$611.7M
Above cohort median (national)
Discretionary AUM
$611.7M
Clients
78
141 accounts
Employees
39
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 4, 2016
- Principal office
- 4110 N. SCOTTSDALE RD., STE. 125, SCOTTSDALE, AZ, 85251
- Phone
- 3102728185
- Website
- HTTPS://WWW.MULHOLLANDWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $611.7M
- Discretionary AUM
- $611.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 141
- Non-discretionary accounts
- 0
- Total accounts
- 141
- AUM per client
- $7.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $605.5M |
| High net worth individuals | Fewer than 5 | $202K |
| Individuals (other than high net worth individuals) | 70 | $6.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.