Mulholland Wealth Advisors, LLC
Mulholland Wealth Advisors, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $611.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Mulholland Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282408, SEC 801-107079, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $611.7M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 39
- Clients
- 74
- CRD
- 282408
- Ownership
- DUFF, RICHARD; MYSTIC PINES INVESTMENT HOLDINGS, LLC; GARDEN STATE INVESTMENT HOLDINGS, LLC; MESSINGER, MICHAEL, TODD; YUNG, JOHN, CHI WAI
How much AUM does Mulholland Wealth Advisors, LLC have?
Mulholland Wealth Advisors, LLC reported $611.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Mulholland Wealth Advisors, LLC?
Disclosed owners and executives of Mulholland Wealth Advisors, LLC include DUFF, RICHARD, MYSTIC PINES INVESTMENT HOLDINGS, LLC, GARDEN STATE INVESTMENT HOLDINGS, LLC, MESSINGER, MICHAEL, TODD, YUNG, JOHN, CHI WAI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.