Magnolia Wealth Management LLC
Magnolia Wealth Management LLC is an SEC-registered mass-market adviser in Dothan, AL with $183.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Magnolia Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297598, SEC 801-122653, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $183.3M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Dothan, AL
- Employees
- 2
- Clients
- 385
- CRD
- 297598
- Ownership
- COX, EDWIN, ALAN
How much AUM does Magnolia Wealth Management LLC have?
Magnolia Wealth Management LLC reported $183.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Magnolia Wealth Management LLC?
Disclosed owners and executives of Magnolia Wealth Management LLC include COX, EDWIN, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.