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MAGNOLIA PRIVATE WEALTH, LLC
CRD 324102 · SEC 801-128251
1845 WALNUT STREET, SUITE 1601, PHILADELPHIA, PA, 19103, United States
Phone
5714771375
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.1M
Discretionary AUM
$266.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $28.5M |
| High net worth individuals | 87 | $237.0M |
States served
NJ, NM, NY, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD