MAGNOLIA WEALTH

Overview

Magnolia Wealth is an independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management services targeted at individuals and small businesses, operating primarily on a discretionary basis. Its fee model combines a percentage-of-assets approach with the option for fixed fees, which aligns the firm’s compensation with asset growth while allowing flexibility for planning engagements. Investment activity is concentrated in pooled public funds rather than direct-stock strategies or bespoke alternative allocations. Magnolia Wealth is not positioned as a capital allocator or pension consultant and is not flagged as an active ESG investor. The firm’s client service model and custody relationship indicate a practice built around straightforward portfolio construction using standardized fund vehicles and outsourced custody.

Assets & Accounts

Public Holdings

Location & Offices