Magnolia Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dothan, AL. Its latest Form ADV filing, dated February 18, 2026, reports $183M in regulatory assets under management, 2 employees, and 920 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.0% of total clients.
Top client categories% of clientsClients
1
Individuals
74.0%
285
2
HNWI
26.0%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of February 18, 2026
Discretionary100.0%
$183M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$183M
Total Accounts920
10Y AUM Change+$70M (+61.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee193:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.