MAGNOLIA WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- DOTHAN, Alabama
- CRD number
- 297598
- Registered since
- November 8, 2021
- Website
- www.magnoliawm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.56%
- Individuals36.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Magnolia Wealth Management LLC operates as an independent registered investment adviser and identifies as a capital allocator serving individual and family clients. The firm is SEC-registered (since 2021) and is organized as a limited liability company with individual ownership. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage-of-AUM model and hourly charges. Magnolia does not flag itself as an active ESG investor and is not a multi-state adviser according to the available snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Other2%
Contacts
2 of 2EDWIN COX
PresidentCRD 4750618
Robert Ryals
Wealth ManagementCRD 7504709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$164M in ETFs
70%
$114M
31%
$50.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $57.3M | 178,620 | 34.89% |
Location
DOTHAN, AL
HOUSTON
Location
DOTHAN, AL
Headquartered in DOTHAN, AL, anchoring the Dothan-Ozark, AL metro in the South.
- Metro area
- Dothan-Ozark, AL
- Region
- South
- County
- HOUSTON
- Address
- 1535 Honeysuckle Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CAPSOUTH WEALTH MANAGEMENT
RIADOTHAN, AL
LEGACY WEALTH MANAGEMENT GROUP, LLC
RIADOTHAN, AL
GEORGE C. MCCLINTOCK, LLC
RIADOTHAN, AL
WALTON FINANCIAL
RIABirmingham, AL
COLARION
RIAMOUNTAIN BROOK, AL
NAVIANT PARTNERS, LLC
RIAFAIRHOPE, AL