Mulholland Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 1, 2026, reports $612M in regulatory assets under management, 39 employees, and 141 accounts.
Assets Under Management
$612M
Employees
39
Offices
--
Total Clients
78
Primary office
SCOTTSDALE, AZ
4110 N. SCOTTSDALE RD., STE. 125, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
70
2
HNWI
5.1%
4
3
Other Advisers
5.1%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$612Mas of April 1, 2026
Discretionary100.0%
$612M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$612M
Total Accounts141
10Y AUM Change+$539M (+742.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee2:1
10Y Employee Change+37 (+1850.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.