MULHOLLAND WEALTH ADVISORS, LLC

Overview

Mulholland Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2016. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and charges advisory fees based on a percentage of assets under management. It identifies as an active ESG investor and serves both private clients and institutional relationships. Investment activity is centered on pooled public funds and mutual funds, supplemented with targeted allocations to third‑party alternative managers. The firm does not position itself as a capital allocator running proprietary private funds; instead it sources external managers for commodity and energy exposure while using mutual funds and similar vehicles for core equity and fixed income exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices