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MULHOLLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · CRD 282408 · IAPD ↗ · mulhollandwa.com · 3102728185

$611.7MRegulatory AUM
5Advisory reps
39Employees
0Clients
26-50Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — MULHOLLAND WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($430.5M -> $543.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — MULHOLLAND WEALTH ADVISORS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — MULHOLLAND WEALTH ADVISORS, LLC reported RAUM up 36% ($316.4M -> $430.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — MULHOLLAND WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2024 — MULHOLLAND WEALTH ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.