# Magnolia Private Wealth, LLC

> Magnolia Private Wealth, LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 324102
- Filed as: MAGNOLIA PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324102
- AdvisorCensus page: https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102

## Quick answers

**How is Magnolia Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Magnolia Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Magnolia Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $45,000 (Financial planning services); Hourly rate: $500 an hour (Financial planning services); Flat fee: $1,500 to $45,000 a year (plan analysis, design, comparison, recommendations, and ongoing service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Magnolia Private Wealth, LLC located?**
Magnolia Private Wealth, LLC's principal office is in Philadelphia, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Magnolia Private Wealth, LLC registered with the SEC or a state?**
Magnolia Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324102.

**How much does Magnolia Private Wealth, LLC manage?**
Magnolia Private Wealth, LLC reports $272,085,555 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**How have Magnolia Private Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Magnolia Private Wealth, LLC: Regulatory assets under management: $0 in the October 2023 data and $272,085,555 in the October 2026 data. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Magnolia Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (87).

**Which custodians does Magnolia Private Wealth, LLC use?**
Magnolia Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Magnolia Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324102

**Does Magnolia Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We do not impose a minimum to open and maintain an advisory account." "We generally do not impose a minimum to open and maintain an advisory account."

**What changed in Magnolia Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $225,740,627 to $272,085,555 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> We do not impose a minimum to open and maintain an advisory account.

> We generally do not impose a minimum to open and maintain an advisory account.

- Flat fee: $1,000 to $45,000 (Financial planning services)

> Fixed Fees: Financial planning fees range from $1,000 to $45,000 depending on the amount of assets and complexity of the work to be performed.

- Hourly rate: $500 an hour (Financial planning services)

> Hourly Fees: An hourly fee that can range up to $500 per hour. The fee will be agreed upon prior to commencement of services

- Flat fee: $1,500 to $45,000 a year (plan analysis, design, comparison, recommendations, and ongoing service)

> Fixed Fees: fees will range from $1,500 - $45,000 annually, paid quarterly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,085,555
- Discretionary: $266,232,646
- Non-discretionary: $5,852,909

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $28,527,874 |
| High net worth individuals | 87 | $236,964,444 |
| Charitable organizations | Fewer than 5 | $6,374,365 |
| Corporations or other businesses not listed above | Fewer than 5 | $218,872 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NJ, NM, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newtown, CT

### Websites listed on Form ADV (Item 1.I)
- [magnoliapw.com](https://magnoliapw.com)
- Facebook @magnoliapw
- LinkedIn @magnolia-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 3 | July 7, 2023 |
| October 2024 | $110,689,645 | 3 | August 13, 2024 |
| October 2025 | $225,740,627 | 4 | July 8, 2025 |
| October 2026 | $272,085,555 | 4 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $272,085,555 in the October 2026 data.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $225,740,627 to $272,085,555 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magnolia Private Wealth, LLC (CRD 324102): Form ADV filing data as of October 2026.