Mulholland Wealth Advisors, LLC
● SEC registered since 2016CRD 282408SEC# 801-107079Scottsdale, AZ
Reg. AUM
$611.7M
Employees
39
Accounts
141
Location
Scottsdale, AZ
Mulholland Wealth Advisors, LLC assets under management
Mulholland Wealth Advisors, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2016. It reports $611.7 million in regulatory assets under management and employs 39 people.
Mulholland Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Chi Wai Yung | Chief Compliance Officer | Under 5% | 2018 |
| Michael Todd Messinger Control | Chief Executive Officer | Under 5% | 2015 |
| Michael Tze-Chun Cheung Control | Portfolio Manager | Under 5% | 2017 |
| Mulholland Holdco LLC Control | Owner | Over 75% | 2023 |
| Richard Musser Duff Control | President | Under 5% | 2015 |
| Garden State Investment Holdings, LLC Control | Owner | 25-50% | 2018 |
| Mystic Pines Investment Holdings, LLC Control | Owner | 25-50% | 2018 |
Frequently asked questions
How much does Mulholland Wealth Advisors, LLC manage?
Mulholland Wealth Advisors, LLC reports $611.7 million in regulatory assets under management on its Form ADV.
How many employees does Mulholland Wealth Advisors, LLC have?
Mulholland Wealth Advisors, LLC reports 39 employees.
Where is Mulholland Wealth Advisors, LLC located?
Mulholland Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Does Mulholland Wealth Advisors, LLC disclose fund performance?
Mulholland Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251 |
| Phone | 3102728185 |
| Fax | 4806877979 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$611.7M▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$611.7Mregulatory AUM
Discretionary $611.7M