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Magnolia Wealth Management LLC

● SEC registered since 2021CRD 297598SEC# 801-122653Dothan, AL
Export (members)
Reg. AUM
$158.1M
Employees
2
Accounts
828
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 $158.1 million in regulatory assets under management and employs 2 people.
magnoliawm.comView on SEC.gov ↗

Magnolia Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Edwin Alan Cox ControlOrganizer And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Magnolia Wealth Management LLC manage?

Magnolia Wealth Management LLC reports $158.1 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

Address1535 Honeysuckle Road, Dothan, AL 36305
Phone(334) 699-4036
Fax334-699-4048
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$158.1M
Non-discretionary$0
Total (RAUM)$158.1M