← Tributary

MAGNOLIA PRIVATE WEALTH, LLC

PHILADELPHIA, PA · CRD 324102 · IAPD ↗ · magnoliapw.com · 5714771375

$272.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2025 — MAGNOLIA PRIVATE WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MAGNOLIA PRIVATE WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — MAGNOLIA PRIVATE WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — MAGNOLIA PRIVATE WEALTH, LLC reported RAUM up 104% ($110.7M -> $225.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2025 — MAGNOLIA PRIVATE WEALTH, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.