Mulholland Wealth Advisors LLC
Legal Name: MULHOLLAND WEALTH ADVISORS, LLC
Full Contact Details
Mulholland Wealth Advisors LLC
1117 S. ROBERTSON BLVD, LOS ANGELES, CA
3102728187
3102810720
Other Info
Mulholland Wealth Advisors LLC is a California-based Limited Liability Company that employs 14 people, of which 5 work in advisory roles. The number of clients the firm serves is unknown, but its SEC status is listed as Approved, and it was registered on February 4, 2016.
Mulholland Wealth Advisors
About Investment Management Partnership Contact About Investment Management Partnership Contact A True Advisory Partnership Intelligent turnkey solutions for financial advisors. Mulholland Wealth Advisors provides holistic investment solutions for financial advisors and their clients We believe the …
Direct Owners
-
JOHN CHI WAI YUNG
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL CHEUNG
PORTFOLIO MANAGER owns less than 5%
-
MICHAEL TODD MESSINGER
CHIEF EXECUTIVE OFFICER owns less than 5%
-
REDWOOD INVESTMENT HOLDCO, LLC
OWNER owns 75% or more
-
RICHARD DUFF
PRESIDENT owns less than 5%
Indirect Owners
-
GARDEN STATE INVESTMENT HOLDINGS, LLC
OWNER owns more than 25% but less than 50%
-
MYSTIC PINES INVESTMENT HOLDINGS, LLC
OWNER owns more than 25% but less than 50%