Magnolia Private Wealth, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 324102
- Registered since
- October 13, 2023
- Website
- www.magnoliapw.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.09%
- Individuals10.48%
- Charitable Organizations2.34%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Magnolia Private Wealth, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator serving individual and family clients, offering a mix of financial planning and portfolio management services for individuals, small businesses and larger institutions. Its stated advisory activities include pension consulting and selection of other advisers, indicating it arranges third‑party manager relationships in addition to direct portfolio work. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Magnolia does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities19%
- Private Funds8%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
Contacts
3 of 4
Noah Schwartz
Managing PartnerCRD 3093620
Larry Peery
Managing PartnerCRD 6717172
Chris Roe
Managing DirectorCRD 2865667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$298M in ETFs
27%
$81M
67%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $133M | 760,242 | 44.80% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1845 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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