MAGNOLIA WEALTH

MAGNOLIA WEALTH of SPRING, TX is an SEC-registered investment adviser (CRD 330124). Regulatory assets under management: $101.5M.

Registration

• CRD: 330124
• Type: Registered investment adviser
• Location: 8900 EASTLOCH DR., BLDG 105, SPRING, TX, 77379
• Phone: 281-576-9531
• Latest filing: 2026-07-28
• Regulatory AUM: $101.5M
• Discretionary AUM: $101.5M
• Clients: 7
• Accounts: 530

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search