Aldo Lozano
Mulholland Wealth Advisors · Scottsdale, Arizona
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.
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Facts
| Firm | Mulholland Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $611.7M across 141 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 2479020 |
| Exams passed | Series 63 (1994) · Series 66 (2000) |
| Firm size | 39 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mulhollandwa.com |
How Aldo's firm compares
- Mulholland Wealth Advisors's average account is about $4.3 million, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Aldo
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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