Mulholland Wealth Advisors, LLC

Mulholland Wealth Advisors, LLC (CRD# 282408) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $430,492,626 in 1,211 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
https://www.mulhollandwa.com
By the Numbers
  • Total Assets Under Management
    430
    MILLION
  • Total Number of Accounts
    1,211
    ACCOUNTS
  • Average Account Value
    $355,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IA, IN, KS, MI, MO, NE, NM, NY, OH, PA, TX, VA

Financial Advisors at Mulholland Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Teressa Beard, financial advisor Lancaster PA
Teressa D. Beard
CRD#: 6564260
941 Wheatland Ave., Suite 101, Lancaster, PA 17603

Teressa Beard (CRD# 6564260) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Lancaster, PA and has over 5 years of experience in the finance industry.

2
Leslie Davis Schoenhofer, financial advisor Overland Park KS
Leslie L. Davis Schoenhofer
CRD#: 5542514
7450 W. 130th St., Suite 215, Overland Park, KS 66213

Leslie Davis Schoenhofer (CRD# 5542514) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

3
Donald Lamison, financial advisor Scottsdale AZ
Donald W. Lamison
CRD#: 2885405
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251

Donald Lamison (CRD# 2885405) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.

4
Joseph Wirbick, financial advisor Lancaster PA
Joseph D. Wirbick
CRD#: 3121471
941 Wheatland Ave., Suite 101, Lancaster, PA 17603

Joseph Wirbick (CRD# 3121471) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Lancaster, PA and has over 23 years of experience in the finance industry.

5
Matthew Lebo, financial advisor Lancaster PA
Matthew J. Lebo
CRD#: 5582354
941 Wheatland Ave., Suite 101, Lancaster, PA 17603

Matthew Lebo (CRD# 5582354) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Lancaster, PA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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