Leslie Davis Schoenhofer
Mulholland Wealth Advisors · Overland Park, Kansas
Leslie Davis Schoenhofer is a fee-only financial advisor at Mulholland Wealth Advisors in Overland Park, Kansas. Mulholland Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mulholland Wealth Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $611.7M across 141 accounts |
| SEC registration | Investment adviser representative in AR, FL, IA, KS, MO, NE, TX · CRD 5542514 |
| Exams passed | Series 63 (2008) · Series 65 (2013) |
| Firm size | 39 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mulhollandwa.com |
How Leslie'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 Leslie
Is Leslie Davis Schoenhofer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie 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 Leslie charge for financial advice?
Leslie's firm, Mulholland Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Leslie Davis Schoenhofer based?
Leslie Davis Schoenhofer is based in Overland Park, Kansas.
Is Leslie Davis Schoenhofer registered with the SEC?
Yes. Leslie Davis Schoenhofer is registered as an investment adviser representative in AR, FL, IA, KS, MO, NE and TX (CRD 5542514), 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 Leslie Davis Schoenhofer?
Through Leslie'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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