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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| CHEUNG, MICHAEL, TZE-CHUN | I | PORTFOLIO MANAGER | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| DUFF, RICHARD, MUSSER | I | PRESIDENT | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MESSINGER, MICHAEL, TODD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| YUNG, JOHN, CHI WAI | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| MULHOLLAND HOLDCO LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT HOLDCO, LLC | DE | OWNER | E | Control |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | DE | OWNER | E | Control |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | DE | OWNER | E | Control |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | DE | OWNER | E | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | OWNER | C | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROUSE, RYAN, RICHARD | I | OWNER | B | Control |
| ROUSE, RYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| ALEXIS MESSINGER DYNASTY TRUST | DE | MYSTIC PINES INVESTMENT HOLDINGS, LLC | E | Control |
| MESSINGER, MICHAEL, TODD | I | REDWOOD INVESTMENT MANAGEMENT | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| MICHAEL MESSINGER FAMILY TRUST | DE | GARDEN STATE INVESTMENT HOLDINGS, LLC | E | Control |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | DE | MULHOLLAND WEALTH ADVISORS, LLC | E | Control |
| REDWOOD INVESTMENT MANAGEMENT, LLC. | DE | MULHOLLAND WEALTH ADVISORS, LLC | E | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| GARDEN STATE INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | REDWOOD INVESTMENT HOLDCO, LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
| MYSTIC PINES INVESTMENT HOLDINGS, LLC | DE | MULHOLLAND HOLDCO LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (17)
AR AZ CA CO FL IA IN KS MI MO NE NM NY OH PA TX VA
Address
4110 N. SCOTTSDALE RD., STE. 125SCOTTSDALE, AZ 85251
United States
Phone: 3102728185