Network·Family Office

Magnolia Private Wealth, LLC

Unclaimed

📍 PHILADELPHIA, PA

Family Office
magnoliapw.com

SEC CRD #801-128251

About

Magnolia Private Wealth Who We Serve Services Insights Login Get Started Who We Serve Services Insights Login Get Started A Higher Standard in Wealth Management. Expect more from your advisor. Magnolia partners with a select group of individuals, families, and institutions. As a true fiduciary, we put our clients interests first. By setting a higher standard, we can help you live a richer life. Learn More Get Started MAGNOLIA PRIVATE WEALTH TEAM FEATURED IN: Bespoke and Dynamic Financial Solutions. Integrated Life unfolds across many dimensions—career, family, business, and legacy. Through comprehensive wealth planning, we help you live a fuller life and build a better tomorrow. Learn More Distinctive Our team combines deep subject-matter expertise, research, and analysis. Recognized leaders in the advisor community, we have solutions for even the most complex financial situations. Learn More Experienced With decades of experience spanning financial planning, tax strategy, estate design, and investment management, our advisors bring depth and clarity to every decision. Learn More Aligned Your interests always come first. Magnolia was founded on the belief that an advisor must be guided by principle and always seek to deliver the highest standard of care. Learn More The magnolia difference Cultivating Peace of Mind. Magnolia is a trusted partner: offering clear, unbiased guidance. We help you make informed choices with confidence and ensure that your wealth supports your purpo

Key Contact

IL

II LARRY G. PEERY

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

📞 (571) 477-1375

🔒 Sign up for free to view key contact information

Sign up free →

Geographic Focus

united states

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$272M

Check Size

$2M–$50M

Location

PHILADELPHIA, PA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.