# Aldo Lozano

> Aldo Lozano is a fee-only financial advisor at Mulholland Wealth Advisors in Scottsdale, Arizona. Mulholland Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/aldo-lozano/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mulholland Wealth Advisors
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $611.7M across 141 accounts
- **CRD:** 2479020 (https://adviserinfo.sec.gov/individual/summary/2479020)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (1994), Series 66 (2000)
- **Firm size:** 39 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mulhollandwa.com

## Frequently asked questions

### Is Aldo Lozano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aldo holds no broker registration, and Mulholland Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aldo charge for financial advice?

Aldo's firm, Mulholland Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Aldo Lozano based?

Aldo Lozano is based in Scottsdale, Arizona.

### Is Aldo Lozano registered with the SEC?

Yes. Aldo Lozano is registered as an investment adviser representative in AZ (CRD 2479020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Mulholland Wealth Advisors manage?

Mulholland Wealth Advisors reports $611.7M across 141 accounts in assets under management.

### How do I contact Aldo Lozano?

Through Aldo's website, www.mulhollandwa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2479020): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.