MAGNOLIA PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$272,085,555
Discretionary
$266,232,646
Non-discretionary
$5,852,909
Firm details
- CRD number
- 324102
- SEC file number
- 801-128251
- Main office
- PHILADELPHIA, PA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://magnoliapw.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.