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MAGNOLIA PRIVATE WEALTH, LLC
1845 Walnut Street
Suite 1601
Philadelphia, Pennsylvania 19103
Tel: 5714771375
About MAGNOLIA PRIVATE WEALTH, LLC
MAGNOLIA PRIVATE WEALTH, LLC, formally registered with the SEC as MAGNOLIA PRIVATE WEALTH, LLC. The firm was established in 10/13/2023. They have over 2 offices throughout the country.
MAGNOLIA PRIVATE WEALTH, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $110,689,645 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324102 |
| SEC# | 801-128251 |
| Assets Managed by Firm | $110,689,645 |
| No. of Clients | 375 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 375 | $110,689,645 |
| Individuals (other than high net worth individuals) | 43 | $13,518,727 |
| High net worth individuals | 51 | $94,631,087 |
| Corporations or other businesses | Fewer than 5 clients | $2,539,831 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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