Tech stack
No one at Magnolia Wealth Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $129M held · filed Jan 2024
L
Lincoln Financial Distributors, Inc.
Per Form ADV · $17M held · filed Jan 2024