MAGNOLIA WEALTH MANAGEMENT LLC
CRD #297598 SEC #801-122653 DOTHAN, AL (334) 699-4036
SEC Registered
Total AUM
$158.1M
Discretionary
$158.1M
Employees
2
Clients
0
Accounts
828
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $158.1M | $158.1M | $0 | 2 | 0 |
| Jan 2024 | $145.2M | $145.2M | $0 | 2 | 0 |
| Jan 2023 | $116.7M | $116.7M | $0 | 5 | 0 |
| Feb 2022 | $118.4M | $118.4M | $0 | 4 | 0 |
| Oct 2021 | $113.2M | $113.2M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees4
Clients0