Overview
Assets Under Management: $272 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 87
Average Client Assets: $2.7 million
Frequently Asked Questions
MAGNOLIA PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324102), MAGNOLIA PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
MAGNOLIA PRIVATE WEALTH, LLC is headquartered in PHILADELPHIA, PA.
MAGNOLIA PRIVATE WEALTH, LLC serves 87 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MAGNOLIA PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MAGNOLIA PRIVATE WEALTH, LLC manages $272 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MAGNOLIA PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.09%
Average Client Assets: $2.7 million
Total Client Accounts: 684
Discretionary Accounts: 680
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 324102
Filing ID: 2088678
Last Filing Date: 2026-03-31 09:54:27