Magnolia Private Wealth, LLC

Magnolia Private Wealth, LLC (CRD# 324102) is a financial advisory firm headquartered in Philadelphia, PA. They manage $110,689,645 in 375 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1845 Walnut Street, Suite 1601, Philadelphia, PA 19103
https://magnoliapw.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $295,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NJ, NY, PA

Financial Advisors at Magnolia Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Fischer, financial advisor Philadelphia PA
John E. Fischer
CRD#: 6295604
1845 Walnut Street, Suite 1601, Philadelphia, PA 19103

John Fischer (CRD# 6295604) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.

2
Larry Peery, financial advisor Philadelphia PA
Larry G. Peery
CRD#: 6717172
1845 Walnut Street, Suite 1601, Philadelphia, PA 19103

Larry Peery (CRD# 6717172) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

3
Noah Schwartz, financial advisor Newtown CT
Noah D. Schwartz
CRD#: 3093620
14 Church Hill Road, Suite A4, Newtown, CT 06470

Noah Schwartz (CRD# 3093620) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Newtown, CT and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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