Magnolia Private Wealth, LLC
● SEC registered since 2023CRD 324102SEC# 801-128251Philadelphia, PA
Reg. AUM
$272.1M
Employees
4
Accounts
684
Location
Philadelphia, PA
Magnolia Private Wealth, LLC assets under management
Magnolia Private Wealth, LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2023. It reports $272.1 million in regulatory assets under management and employs 4 people.
Magnolia Private Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Larry Gene Peery Control | Managing Member & Chief Compliance Officer | Under 5% | 2022 |
| Mpw Lgp, LLC Control | Direct Owner | 50-75% | 2022 |
| Mpw Nds, LLC Control | Direct Owner | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Magnolia Private Wealth, LLC manage?
Magnolia Private Wealth, LLC reports $272.1 million in regulatory assets under management on its Form ADV.
How many employees does Magnolia Private Wealth, LLC have?
Magnolia Private Wealth, LLC reports 4 employees.
Where is Magnolia Private Wealth, LLC located?
Magnolia Private Wealth, LLC is based in Philadelphia, PA and has been SEC-registered since 2023.
Does Magnolia Private Wealth, LLC disclose fund performance?
Magnolia Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1845 Walnut Street, Suite 1601, Philadelphia, PA 19103 |
| Phone | 5714771375 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2055130 |
| Discloses disciplinary history | No |
Regulatory AUM
$272.1M▲ 146%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$272.1Mregulatory AUM
Discretionary $266.2MNon-discretionary $5.9M