MULHOLLAND WEALTH ADVISORS, LLC
CRD #282408 SEC #801-107079 SCOTTSDALE, AZ 3102728185
SEC Registered
Total AUM
$543.2M
Discretionary
$543.2M
Employees
31
Clients
26
Accounts
1,435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $543.2M | $543.2M | $0 | 31 | 0 |
| Mar 2024 | $430.5M | $430.5M | $0 | 32 | 0 |
| Feb 2024 | $316.4M | $316.4M | $0 | 31 | 0 |
| Feb 2024 | $316.4M | $316.4M | $0 | 31 | 0 |
| May 2023 | $316.4M | $316.4M | $0 | 31 | 0 |
| Apr 2023 | $316.4M | $316.4M | $0 | 31 | 0 |
| Mar 2023 | $316.4M | $316.4M | $0 | 31 | 0 |
| Mar 2022 | $310.4M | $310.4M | $0 | 27 | 0 |
| Mar 2021 | $164.8M | $164.8M | $0 | 27 | 0 |
| Dec 2020 | $154.1M | $154.1M | $0 | 16 | 0 |
| Jun 2020 | $154.1M | $154.1M | $0 | 16 | 0 |
| Mar 2020 | $154.1M | $154.1M | $0 | 16 | 0 |
| Oct 2019 | $128.9M | $128.9M | $0 | 14 | 0 |
| May 2019 | $128.9M | $128.9M | $0 | 14 | 0 |
| Mar 2019 | $128.9M | $128.9M | $0 | 14 | 0 |
| Nov 2018 | $105.8M | $105.8M | $0 | 2 | 0 |
| Sep 2018 | $105.8M | $105.8M | $0 | 2 | 0 |
| Aug 2018 | $105.8M | $105.8M | $0 | 2 | 0 |
| Mar 2018 | $105.8M | $105.8M | $0 | 2 | 0 |
| Mar 2017 | $72.6M | $72.6M | $0 | 2 | 200 |
| Jun 2016 | $0 | $0 | $0 | 2 | 0 |
| Apr 2016 | $0 | $0 | $0 | 2 | 0 |
| Mar 2016 | $0 | $0 | $0 | 2 | 0 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Jan 2016 | $0 | $0 | $0 | 2 | 0 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees31
Clients0
DateMar 2024
Total AUM$430.5M
Discretionary$430.5M
Non-Disc.$0
Employees32
Clients0
DateFeb 2024
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees31
Clients0
DateFeb 2024
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees31
Clients0
DateMay 2023
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees31
Clients0
DateApr 2023
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees31
Clients0
DateMar 2023
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees31
Clients0
DateMar 2022
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees27
Clients0
DateDec 2020
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees2
Clients200
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0