MULHOLLAND WEALTH ADVISORS, LLC
  • MULHOLLAND WEALTH ADVISORS, LLC

Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 02/04/2016
ADV Location SCOTTSDALE, AZ, United States
Contact Info 310 xxxxxxx
Websites
AUM* 611,738,596 42%
of that, discretionary 611,738,596 42%
Number of Employees 39 22%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 4,338,572 1120%
% High Net Worth 5.13% -22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

612M 524M 437M 350M 262M 175M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SUMMIT GLOBAL INVESTMENTS, LLC Hedge Fund1.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3m AUM2.3b #Funds1
Adviser ATLASMARK FINANCIAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM228.6m #Funds1
Adviser HANSEATIC MANAGEMENT SERVICES INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM174.0m #Funds-
Adviser ALPHA DOG ADVISORS, RUFF Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM153.6m #Funds-
Adviser THOMAS WHITE INTERNATIONAL LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM461.1m #Funds-
Adviser SHARIAPORTFOLIO, INC. Hedge Fund- Liquidity Fund- Private Equity Fund2.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.7m AUM3.0b #Funds1
Adviser MATSON MONEY, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM24.3b #Funds-
Adviser MADISON INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM13.8b #Funds-
Adviser BERNZOTT CAPITAL ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM265.4m #Funds-
Adviser PANDOWEALTH. LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM500.3m #Funds-