# Mulholland Wealth Advisors, LLC

> Mulholland Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 282408
- Filed as: MULHOLLAND WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282408
- AdvisorCensus page: https://advisorcensus.com/firm/mulholland-wealth-advisors-llc-scottsdale-az-282408

## Quick answers

**How is Mulholland Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mulholland Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Mulholland Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 1.45% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mulholland Wealth Advisors, LLC located?**
Mulholland Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Mulholland Wealth Advisors, LLC registered with the SEC or a state?**
Mulholland Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282408.

**How much does Mulholland Wealth Advisors, LLC manage?**
Mulholland Wealth Advisors, LLC reports $611,738,596 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Mulholland Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Mulholland Wealth Advisors, LLC: Regulatory assets under management: $164,832,158 in the October 2021 data and $611,738,596 in the October 2026 data, up 271%. Total employees: 27 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mulholland Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (4); other investment advisers (4).

**Which custodians does Mulholland Wealth Advisors, LLC use?**
Mulholland Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mulholland Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282408

**What changed in Mulholland Wealth Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $543,207,396 to $611,738,596 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: 1.45% of assets a year

> Mulholland provides investment advice on a fee-only basis. Mulholland generally charges 1.45% annual management fee.

> Our fee schedule is based on the total household account value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $611,738,596
- Discretionary: $611,738,596
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $6,053,468 |
| High net worth individuals | 4 | $201,581 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 4 | $605,483,547 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 39 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, IA, IN, KS, MI, MO, NE, NM, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mulhollandwa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,832,158 | 27 | March 29, 2021 |
| October 2022 | $310,388,640 | 27 | March 31, 2022 |
| October 2023 | $316,435,572 | 31 | May 25, 2023 |
| October 2024 | $430,492,626 | 32 | March 29, 2024 |
| October 2025 | $543,207,396 | 31 | March 31, 2025 |
| October 2026 | $611,738,596 | 39 | April 1, 2026 |

Regulatory assets under management: $164,832,158 in the October 2021 data and $611,738,596 in the October 2026 data, up 271%.
Total employees: 27 in October 2021 and 39 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $543,207,396 to $611,738,596 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mulholland Wealth Advisors, LLC (CRD 282408): Form ADV filing data as of October 2026.