| 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 Wealth Advisors, LLC reports $543.2 million in regulatory assets under management on its Form ADV.
Mulholland Wealth Advisors, LLC reports 31 employees.
Mulholland Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Mulholland Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $543.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $543.2M |