PHILADELPHIA, PACRD 324102Latest ADV March 31, 2026
Magnolia Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 31, 2026, reports $272M in regulatory assets under management, 4 employees, 2 offices, and 684 accounts.
Assets Under Management
$272M
Employees
4
Offices
2 offices
Total Clients
176
Primary office
PHILADELPHIA, PA
1845 WALNUT STREET, SUITE 1601, PHILADELPHIA, PA, United States
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
89
2
HNWI
49.4%
87
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 31, 2026
Discretionary97.8%
$266M
98% of total RAUM97.8%
Non-discretionary2.2%
$6M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$272M
Total Accounts684
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+2 (+100.0%)
* 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.