M
$101.5M Total AUM
$101.5M Disc. AUM
-- 3Y CAGR
7 Employees
155 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2024
- Office Locations
- 1
Office Locations
8900 Eastloch Dr. Bldg 200 Spring TX
About Magnolia Wealth
Magnolia Wealth is a Spring-based RIA. The firm has been operating for 2 years. Managing $101.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
43 AVG AGE
$25.4M AVG AUM / ADVISOR
$655.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ANDREW JAMES HUBER
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #6057732
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
SHANE ALAN BILSKI
--
- CRD
- #8071330
Available
Available
Available
Joshua Robert Chandler
--
- CRD
- #7801569
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,520,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,520,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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