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| Magnolia Wealth Management LLC
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|---|---|
| CRD # | 297598 |
| SEC # | 801-122653 |
| CIK # | 0001908732, 0002055130 |
| AUM | 183.3 M (2026-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 334-699-4036 |
| Address | 1535 Honeysuckle Road Dothan, AL 36305 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.3 | ||
| Apple Inc | 0.8 | ||
| Comfort Systems USA Inc | 0.8 | ||
| Southern Co | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| UnitedHealth Group Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 66.8 |
| (b) Individuals (high net worth individuals) | 100 | 116.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 920 | 183.3 |
| By Discretionary | ||
| Discretionary | 920 | 183.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 920 | 183.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.3 | |
| Total | 920 | 183.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908732] | |
| 13F-HR | [0002055130] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brazos Wealth Advisors LLC
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TX | 183.7 M |
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Elevate Capital Advisors Inc
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Williamson Legacy Group LLC
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Nardis Advisors LLC
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183.0 M | |
|
George M Hiller Companies LLC
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GA | 183.0 M |
|
Altamont Wealth Management Inc
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CA | 182.9 M |
|
Genter Advisors LLC
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|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
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PA | 182.7 M |
|
KUHN & Company Investment Counsel LLC
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|
IL | 182.7 M |