Magnolia Wealth Partners Revenue

Financial Services • 106 Mission Ct, Suite 106, United States • 1-10 Employees

Magnolia Wealth Partners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Magnolia Wealth Partners

Tara Carlson

President, Wealth Management Advisor

Company overview

Headquarters	106 Mission Ct, Suite 106, Franklin, Tennessee 37067, US
Website	magnoliawp.com
NAICS	52
Employees	1-10

About Magnolia Wealth Partners

Nestled in the heart of Brentwood, Tennessee, Magnolia Wealth Partners is a boutique financial advisory firm dedicated to serving high-net-worth families, corporate executives and visionaries like you. We believe achieving your goals requires more than just financial planning – it demands a partner who understands your unique needs, aspirations, and challenges. At Magnolia Wealth Partners, we act as your personal CFO, guiding you through the complexities of wealth management with precision, insight, and care. Whether you’re growing your legacy, securing your family’s future, or planning the next chapter of your success, our bespoke services and value-driven strategies are designed to make your vision a reality. MagnoliaWP.com FINRA.org SIPC.org

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Magnolia Wealth Partners has never raised funding before.

Frequently asked questions

Magnolia Wealth Partners is located in 106 Mission Ct, Suite 106, US.

Magnolia Wealth Partners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Magnolia Wealth Partners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Magnolia Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Magnolia Wealth Partners

Tara Carlson

President, Wealth Management Advisor

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