MULHOLLAND WEALTH ADVISORS, LLC
SEC RegisteredA True Advisory Partnership
About the firm
Mulholland Wealth Advisors provides holistic investment solutions for financial advisors and their clients. The firm utilizes a professional in-house quantitative investment management team to build portfolios based on proven research, focusing on a defined, scalable, and repeatable investment process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Turnkey investment management solutions including portfolios built specifically for individual investors, RiskFirst risk-focused strategies utilizing non-traditional risk metrics (maximum drawdown, downside volatility, VaR), intelligent dynamic portfolio management with position level transparency, and a lower cost strategic beta combined with active risk management.
Who they serve
Financial advisors and their clients, as well as individual investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $6.1M |
| High Net Worth Individuals | 4 | $202k |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 4 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MULHOLLAND WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.