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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