JW
CFP

Joseph Daniel Wirbick

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K

Mulholland generally charges a 1.45% annual management fee based on the total household account value. A minimum of $200,000 is generally required to open an account directly with Mulholland, or $50,000 if introduced through a Mulholland Investment Advisory Representative. Accounts less than $50,000 may be accepted at Mulholland's discretion. This fee does not include custodial fees or Overlay Manager fees, which typically range from 0.10% to 0.30% annually. All advisory fees are negotiable. Financial planning services are available through True Peace Financial for an additional fee.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

941 Wheatland Ave., Suite 101, Lancaster, PA, 17603

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph is a life insurance agent for multiple insurance companies. He also owns a software company and commercial real estate.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 7 mos
Mulholland Wealth Advisors, LLC
December 2020 - Present · 5 yrs 1 mo
Previous Registrations
Sequinox Wealth Advisors, LLC.
February 2019 - September 2019 · 7 mos
J. W. Cole Advisors, INC.
January 2012 - December 2020 · 8 yrs 11 mos
Pelion Investment Advisors, INC.
July 2010 - January 2012 · 1 yr 6 mos
Workman Securities Corporation
November 2007 - July 2010 · 2 yrs 8 mos
Boyd Senior Planning, Ltd.
May 2006 - December 2007 · 1 yr 7 mos
State Registrations2 states
AZPA
Advisor
Exams
No exam information available for this advisor.
Joseph Daniel Wirbick - Financial Advisor | AdvisorDiscover