Magnolia Wealth Management LLC
● SEC registered since 2021CRD 297598SEC# 801-122653Dothan, AL
Reg. AUM
$183.3M
Employees
2
Accounts
920
Location
Dothan, AL
Magnolia Wealth Management LLC assets under management
Magnolia Wealth Management LLC operates as an SEC-registered investment adviser based in Dothan, AL. The firm has been registered since 2021. It reports $183.3 million in regulatory assets under management and employs 2 people.
Magnolia Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edwin Alan Cox Control | Organizer And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Magnolia Wealth Management LLC manage?
Magnolia Wealth Management LLC reports $183.3 million in regulatory assets under management on its Form ADV.
How many employees does Magnolia Wealth Management LLC have?
Magnolia Wealth Management LLC reports 2 employees.
Where is Magnolia Wealth Management LLC located?
Magnolia Wealth Management LLC is based in Dothan, AL and has been SEC-registered since 2021.
Does Magnolia Wealth Management LLC disclose fund performance?
Magnolia Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1535 Honeysuckle Road, Dothan, AL 36305 |
| Phone | (334) 699-4036 |
| Fax | 334-699-4048 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.3M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$183.3Mregulatory AUM
Discretionary $183.3M