MAGNOLIA PRIVATE WEALTH, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 324102). Regulatory assets under management: $272.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Larry Gene Peery | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| Noah Darrow Schwartz | MANAGING MEMBER; OWNER | — |
| Peery Larry Gene | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
| SCHWARTZ NOAH DARROW | MANAGING MEMBER; OWNER | — |