Magnolia Wealth

Overview

Magnolia Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-AUM billing and fixed fees. Magnolia Wealth does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices