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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2023
- Office Locations
- 3
Office Locations
About Magnolia Private Wealth, LLC
Magnolia Private Wealth is a fiduciary wealth management firm serving select individuals, families, and institutions. It delivers integrated planning and investment management with tax-aware portfolio design, retirement/risk/estate planning, and business-owner needs like equity compensation and corporate retirement plans, including access to alternatives and private markets. Custody supported via Schwab and Fidelity; team members are featured in outlets like Forbes and WSJ and publish regular market insights.
Reported data analysis
What the numbers show
Between July 8, 2025 and March 31, 2026, reported AUM increased 20.5%, from $225.7M to $272.1M.
Across 4 reported observations, AUM increased 167.4% between October 10, 2023 and March 31, 2026, from $101.8M to $272.1M.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 4 advisory representatives and 176 clients, or 44 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
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The full Magnolia Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Larry Gene Peery II
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6717172
- Ownership
- Less than 5%
NOAH DARROW SCHWARTZ
Managing Member, Partner
- CRD
- #3093620
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN EDWARD FISCHER JR.
Managing Director
- CRD
- #6295604
CHRIS JOSEPH ROE
Chief Executive Officer, Founder
- CRD
- #2865667
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,232,646 | $391,519 |
| Non-Discretionary | $5,852,909 | $1,463,227 |
| Total | $272,085,555 | $397,786 |
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Separately Managed Accounts
SMA allocation detail is available
Magnolia Private Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Magnolia Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.