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 positions itself as a capital allocator for individual and family clients. The firm is organized as an LLC and became SEC-registered in 2023. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. Magnolia does not identify as an active ESG investor and does not report multi-state advisory status.
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 4NOAH 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 111Active vs passive
$261M in ETFs
25%
$65.8M
72%
$195M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $123M | 765,486 | 46.94% |
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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