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Advisor

Michael Messinger

Mulholland Wealth Advisors · Scottsdale, Arizona

Michael Messinger 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.

Percentage of assets Fee-only

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Facts

FirmMulholland 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 CA, TX · CRD 4291835
Exams passedSeries 66 (2009)
Firm size39 employees
Disclosures None reported
Websitewww.mulhollandwa.com

How Michael's firm compares

  • Mulholland Wealth Advisors's average account is about $4.3 million, from its Form ADV (assets managed divided by 141 accounts).

What fee-only advisors charge in Arizona

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Questions about Michael

Is Michael Messinger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

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

Where is Michael Messinger based?

Michael Messinger is based in Scottsdale, Arizona.

Is Michael Messinger registered with the SEC?

Yes. Michael Messinger is registered as an investment adviser representative in CA and TX (CRD 4291835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Mulholland Wealth Advisors manage?

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

How do I contact Michael Messinger?

Through Michael'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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