MULHOLLAND WEALTH ADVISORS, LLC

MULHOLLAND WEALTH ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 282408). Regulatory assets under management: $611.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (11)

NameRoleLocation
Michael Todd MessingerCHIEF EXECUTIVE OFFICER—
Richard Musser DuffPRESIDENT—
John Chi Wai YungCHIEF COMPLIANCE OFFICER—
Michael Tze-Chun CheungPORTFOLIO MANAGER—
YUNG JOHN CHI WAICHIEF COMPLIANCE OFFICER—
DUFF RICHARDPRESIDENT—
MESSINGER MICHAEL TODDCHIEF EXECUTIVE OFFICER; OWNER—
ROUSE RYAN RICHARDCHIEF COMPLIANCE OFFICER; OWNER—
CHEUNG MICHAELPORTFOLIO MANAGER—
DUFF RICHARD MUSSERPRESIDENT—
CHEUNG MICHAEL TZE-CHUNPORTFOLIO MANAGER—

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