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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, EDWIN, ALAN | I | ORGANIZER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COX, EDWIN, ALAN | I | ORGANIZER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COX, EDWIN, ALAN | I | ORGANIZER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COX, EDWIN, ALAN | I | ORGANIZER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COX, EDWIN, ALAN | I | ORGANIZER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (3)
AL FL GA
Address
1535 HONEYSUCKLE ROADDOTHAN, AL 36305
United States
Phone: (334) 699-4036