Magnolia Private Wealth, LLC
Magnolia Private Wealth, LLC is an SEC-registered wealth manager in Philadelphia, PA with $272.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Magnolia Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324102, SEC 801-128251, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $272.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Philadelphia, PA
- Employees
- 4
- Clients
- 176
- CRD
- 324102
- Ownership
- Peery, Larry, Gene; MPW NDS, LLC; SCHWARTZ, NOAH, DARROW; MPW LGP, LLC
How much AUM does Magnolia Private Wealth, LLC have?
Magnolia Private Wealth, LLC reported $272.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Magnolia Private Wealth, LLC?
Disclosed owners and executives of Magnolia Private Wealth, LLC include Peery, Larry, Gene, MPW NDS, LLC, SCHWARTZ, NOAH, DARROW, MPW LGP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.