Mulholland Wealth Advisors, LLC

Mulholland Wealth Advisors provides discretionary investment management and related financial planning to a mix of individual and high‑net‑worth clients, retirement plans, trusts, estates and corporations, and also acts as an investment sub‑advisor to other third‑party advisers and separately managed account programs. Services described in the brochure include SMA portfolio management, overlay coordination with third‑party managers, and financial planning offered under the firm’s True Peace Financial dba.

The firm uses in‑house quantitative analysis and portfolio managers to construct diversified, multi‑asset class portfolios that blend tactical and strategic allocations and typically target a multi‑year (5–7 year) time horizon. Mulholland may overweight particular sectors consistent with a strategy, move assets into cash or money‑market vehicles when deemed appropriate, and uses mutual funds and ETFs (including affiliated Redwood funds) and, in some cases, less liquid interval funds.

Mulholland’s operating model differs from many peers in that it routinely provides discretionary sub‑advisory services and is affiliated with Redwood Investment Management, with the brochure disclosing fee‑sharing arrangements and the potential conflicts that arise when the firm recommends affiliated Redwood Funds. The brochure also discloses that the firm provides performance information (including hypothetical results in some materials) and recently added an explicit disclosure about interval‑fund illiquidity risk, which are practices and exposures the firm highlights for clients.