Investment adviser · CRD 323746

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

PASADENA, CA, United States · Form ADV filed Oct 26, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 26, 2023. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

3579 EAST FOOTHILL BLVD 320
PASADENA, CA, 91107, United States

CRD 323746

Filing source

Form ADV 1795956 · Oct 26, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.