# Mulholland & Kuperstock Asset Management

Mulholland & Kuperstock Asset Management is an Asset Manager based in Vista, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Vista, United States
- **Region:** North America
- **Address:** Vista, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** mk-am.com
- **LinkedIn:** https://www.linkedin.com/company/mk-am

## Regulatory record

- **CRD number:** 300850
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300850

## About

Founded in Vista, California, the firm runs a multi-office RIA with an additional location in Summerlin, Nevada. It discloses a three-layer fiduciary obligation under the CFA Code of Ethics, CFP Standards of Conduct, and California Registered Investment Adviser rules. The practice targets accumulators holding $500,000 or more in investment assets, with a stated emphasis on stock-compensated employees. The firm offers coordinated tax planning, withdrawal sequencing that integrates Social Security and pensions, estate planning coordination, and education funding strategy. It structures wealth management through a sequenced discovery process: a virtual introductory meeting, a proprietary financial analysis, and an assessment review that maps dollar outcomes to recommendations. The website emphasizes delegation — clients hand off both planning and investment management to the team. Mulholland & Kuperstock maintains a fee-only compensation model, collecting no commissions on product sales or referrals. Its published client-engagement materials do not reference discrete institutional investment vehicles, fund commitments, or private-market access. The firm's geographic service footprint centers on Southern California and Southern Nevada, with no disclosed institutional capital or co-investment activity. A structural hallmark is its triple-fiduciary obligation, which few RIA boutiques codify across three distinct standard-setting bodies. This framework, paired with a stated $500,000 asset minimum and a focus on equity-compensated employees, positions the firm as a specialized planning office rather than a multi-family aggregation platform or family-office-servicing entity.

## Offices

- Summerlin, NV, United States

## Questions

### Who runs investment decisions at Mulholland & Kuperstock?

The firm has not publicly named individual investment decision-makers on its website or in accessible filings. Its team page references credentialed professionals with decades of experience, but no CIO, PM, or investment committee members are identified.

### How does Mulholland & Kuperstock source clients?

The firm's website describes a structured intake process beginning with a one-hour virtual discovery meeting. Its published suitability language targets individuals who want to delegate both financial planning and investment management, with an emphasis on stock-compensated employees and those who have accumulated $500,000 or more in investable assets.

### Does the firm participate in private-market or alternative investments?

There is no public disclosure of private-market funds, direct co-investments, or alternative-asset access. The firm's published services focus on public-market investing, tax planning, withdrawal coordination, and estate and education planning.

### What is Mulholland & Kuperstock's fee structure?

The firm operates strictly fee-only, stating that it never receives commissions for selling products or making referrals. It is compensated solely by its clients, aligning with its RIA fiduciary standard.

### How does the firm's multi-office footprint function?

Mulholland & Kuperstock lists offices in Vista, California and Summerlin, Nevada. The website does not specify whether full investment and planning staff operate from both locations or if one serves as a satellite. Its client-facing process is described as virtual-friendly, with initial meetings held online.

## Related profiles

- [Mulberry Investment Group](https://altss.com/profile/mulberry-investment-group)
- [Mulholland Wealth Advisors](https://altss.com/profile/mulholland-wealth-advisors)

---

Last updated: 2026-07-06T00:36:25.158Z

Canonical page: https://altss.com/profile/mulholland-kuperstock-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology