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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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