Magnolia Wealth Management LLC

Overview

Magnolia Wealth Management LLC is an independent, SEC‑registered registered investment adviser that began operating in 2021 and is organized as a limited liability company with individual ownership. The firm serves primarily individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage of assets under management with hourly charges. Magnolia does not describe itself as an ESG‑focused or multi‑state adviser in the data provided. The firm acts as a capital allocator for client portfolios, with a clear tilt toward equity exposures based on filings and asset breakdowns. Service delivery appears targeted to traditional wealth management needs—planning, customized portfolios and manager selection—rather than institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices