Overview
Assets Under Management: $183 million
Headquarters: DOTHAN, AL
High-Net-Worth Clients: 100
Average Client Assets: $1 million
Frequently Asked Questions
MAGNOLIA WEALTH MANAGEMENT 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 #297598), MAGNOLIA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MAGNOLIA WEALTH MANAGEMENT LLC is headquartered in DOTHAN, AL.
MAGNOLIA WEALTH MANAGEMENT LLC serves 100 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, MAGNOLIA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MAGNOLIA WEALTH MANAGEMENT LLC manages $183 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, MAGNOLIA WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.56
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 920
Discretionary Accounts: 920
Regulatory Filings
CRD Number: 297598
Filing ID: 2044891
Last Filing Date: 2026-02-18 12:52:04