Magnolia Wealth Management LLC

Magnolia Wealth Management LLC (CRD# 297598) is a financial advisory firm headquartered in Dothan, AL. They manage $145,225,463 in 773 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

1535 Honeysuckle Road, Dothan, AL 36305

http://magnoliawm.com

By the Numbers

Total Assets Under Management

145

MILLION
Total Number of Accounts

773

ACCOUNTS
Average Account Value

$187,873

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, FL, GA

Financial Advisors at Magnolia Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Edwin A. Cox

CRD#: 4750618

1535 Honeysuckle Road, Dothan, AL 36305

Edwin Cox (CRD# 4750618) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Dothan, AL and has over 19 years of experience in the finance industry.

Robert F. Ryals

CRD#: 7504709

1535 Honeysuckle Road, Dothan, AL 36305

Robert Ryals (CRD# 7504709) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Dothan, AL and has over 2 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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