This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$272MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$266M

Private client RAUM

$265MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$68.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

684

Individual clients

89

High net worth clients

87

Custody, client assets

$62.8M

SEC number

801-128251

CIK

2055130

CRD

324102

Filings on the tape

12

First filed

May 31, 2023

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, WY

Website

magnoliapw.com

• Occurred

  Mar 31, 2025
  Regulatory AUM changed

  Magnolia Private Wealth, Llc reported RAUM $225.7M, up 104% from $110.7M (2025-01-06 to 2025-03-31)

  Form ADVobserved 5 days ago
  $115M
• Occurred

  May 31, 2023
  First Form ADV filing

  Magnolia Private Wealth, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ee75a275-16ba-d365-38d9-3c0ffb75b548

First observed

May 31, 2023

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.