MAGNOLIA WEALTH MANAGEMENT LLC

1535 Honeysuckle Road
Dothan, Alabama 36305
Tel: (334) 699-4036

About MAGNOLIA WEALTH MANAGEMENT LLC

MAGNOLIA WEALTH MANAGEMENT LLC, formally registered with the SEC as MAGNOLIA WEALTH MANAGEMENT LLC. The firm was established in 11/08/2021. They have over 1 offices throughout the country.

MAGNOLIA WEALTH MANAGEMENT LLC is a Dothan, Alabama based Financial Planning firm with nearly $158,094,861 assets under management, offering retirement planning & investment advisory services to 828 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297598
SEC#	801-122653
Assets Managed by Firm	$158,094,861
No. of Clients	828
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	828	$158,094,861
Individuals (other than high net worth individuals)	235	$62,013,820
High net worth individuals	82	$96,081,041

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