Leslie Lynette Davis schoenhofer
Investment adviser representative at Mulholland Wealth Advisors, LLC
15 yearsExperience
7 statesRegistered in
$611.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Mulholland Wealth Advisors, LLCMay 2023 to now
- True Peace Marketing Inc.Dec 2020 to now
- True Peace SecuritiesJul 2018 to now
- True Peace Financial SolutionsMay 2011 to now
- Alphastar Capital Management, LLCMay 2018 to May 2023
- Secure Investment ManagementFeb 2014 to May 2018
- J.D. Mellberg FinancialJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 7 states (AR, FL, IA, KS, MO, NE, TX).
Mulholland Wealth Advisors, LLC
$611.7MAssets managed
78Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5542514
- Firm CRD
- 282408