| 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 |
Magnolia Private Wealth, LLC reports $225.7 million in regulatory assets under management on its Form ADV.
Magnolia Private Wealth, LLC reports 4 employees.
Magnolia Private Wealth, LLC is based in Philadelphia, PA and has been SEC-registered since 2023.
Magnolia Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $218.4M |
| Non-discretionary | $7.3M |
| Total (RAUM) | $225.7M |