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Building 2MULHOLLAND WEALTH ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone3102728185
NotebookSEC #801-107079
Total AUM
$611.7M
Employees
39
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4110 N. SCOTTSDALE RD., STE. 125
SCOTTSDALE
AZ 85251
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
3102728185

ReceiptFinancials

Total AUM
$611.7M
Accounts
141
Discretionary
$611.7M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$6.1M
HNW Individual Clients
4
AUM
$201.6K
Investment Advisor Clients
4
AUM
$605.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISER TO INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIAINKSMIMONENMNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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