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MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598 · SEC 801-122653
1535 HONEYSUCKLE ROAD, DOTHAN, AL, 36305, United States
Phone
(334) 699-4036
Fax
334-699-4048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.3M
Discretionary AUM
$183.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $66.8M |
| High net worth individuals | 100 | $116.5M |
States served
AL, GA, FL
All web addresses on file
Official SEC filing: View on IAPD