# MAGNOLIA PRIVATE WEALTH, LLC

MAGNOLIA PRIVATE WEALTH, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 324102
- Type: SEC-registered investment adviser
- SEC file number: 801-128251
- Location: 1845 WALNUT STREET, SUITE 1601, PHILADELPHIA, PA, 19103
- Phone: 5714771375
- Latest filing: 2026-03-31
- Regulatory AUM: $272.1M
- Discretionary AUM: $266.2M
- Non-discretionary AUM: $5.9M
- Clients: 4
- Accounts: 684

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324102/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324102/similar
- Related entities: https://search.stillhousedata.com/firm/324102/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324102

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.