MAGNOLIA PRIVATE WEALTH, LLC

CRD #324102 SEC #801-128251 PHILADELPHIA, PA 5714771375

SEC Registered

Total AUM

$225.7M

Discretionary

$218.4M

Employees

Clients

101

Accounts

712

Firm Details

Organization Type: Limited Liability Company
State of Formation: Wyoming
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 8, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
Peery, Larry, Gene	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
SCHWARTZ, NOAH, DARROW	I	MANAGING MEMBER	NA	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW LGP, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control
MPW NDS, LLC	DE	DIRECT OWNER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Peery, Larry, Gene	I	MPW LGP, LLC	E	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	E	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
Peery, Larry, Gene	I	MPW LGP, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control
SCHWARTZ, NOAH, DARROW	I	MPW NDS, LLC	D	Control

Registrations

Federal

Jul 8, 2025 REGISTERED

Notice Filings (8)

CT FL NH NJ NM NY PA TX

Address

1845 WALNUT STREET
SUITE 1601
PHILADELPHIA, PA 19103
United States

Phone: 5714771375