Mulholland Wealth Advisors, LLC

Mulholland Wealth Advisors is a SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension/profit‑sharing plans, trusts, estates and corporations, and also serves as a sub‑adviser to other registered investment advisers. The firm manages about $612 million in discretionary assets with a six‑advisor team and serves roughly 74 client relationships, reflecting a concentration in larger or institutional-style accounts and sub‑advisory mandates.

The firm constructs diversified, multi‑asset class portfolios using in‑house quantitative analysis and a blend of tactical and strategic allocations, typically implemented through separately managed accounts and model portfolios with discretion to trade and to move to cash or money market instruments when deemed appropriate. Mulholland documents client objectives and risk tolerances, often works through overlay managers that implement its models on custodial platforms, and indicates a multi‑year investment horizon (generally five to seven years) for its strategies.

Mulholland’s business model is notable among peers for its frequent role as a sub‑advisor to third‑party advisers and for its formal affiliation with another registered investment adviser that sponsors proprietary funds the firm may recommend. Its marketing and materials also include published historical and hypothetical performance information and performance results, and the firm discloses the attendant fee flows and conflicts that arise when affiliated funds are used in client accounts.