Financial ServicesWealth ManagementActiveVerified

Magnolia Private Wealth

Xiaoyan Zhang, Principal

Magnolia Advisors, LLC appears to be a financial advisory firm operating as Magnolia Private Wealth, based on the LLC's Avon, CT address and the candidate website's mention of serving Fairfield County, CT. The website describes fiduciary financial advisors offering wealth management services in Philadelphia, Pittsburgh, and Fairfield County, CT. The LLC's principal address in Avon, CT matches the Fairfield County service area listed on the site.

Filed January 3, 2026 · Avon, CT · Hartford County

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Source

Connecticut Secretary of the State (business.ct.gov) · Entity 3349124 · Retrieved July 26, 2026

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About Magnolia Private Wealth

Magnolia Advisors, LLC is a wealth management firm in Avon, Connecticut, filed on January 3, 2026, with Xiaoyan Zhang as Principal. Its domain was registered 1,194 days before filing, on September 27, 2022, through GoDaddy, showing a long lead time. The business operates with a hybrid footprint, and we estimate its annual revenue between $1 million and $10 million with 6 to 25 employees. No annual report or EIN is on file yet.

  • Domain registered 1,194 days before filing, indicating extensive pre-filing preparation.
  • Filed in Connecticut with Xiaoyan Zhang as Principal.
  • Hybrid footprint with a modern website.
  • We estimate revenue of $1M-$10M and 6-25 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 30 new businesses registered in Avon in January 2026, and the only financial services business registered there that month.

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Filing Details

Entity NameMagnolia Advisors, LLC
Entity TypeLLC
Entity Number3349124
Filing DateJanuary 3, 2026
Principal AddressLocked
City / State / ZipAvon, CT 06001
CountyHartford
TimezoneEastern (ET)
EIN on FileNo
WebsiteYes · domain registered 1194 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintHybrid (estimate)
Related Filings2 with the same owner name
First Recorded by DayOneLeadJuly 26, 2026 (204 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Officers / Authorized Persons

X
Xiaoyan Zhang
Principal
Address locked

Frequently Asked Questions

When was Magnolia Private Wealth registered?

Magnolia Private Wealth was registered as LLC on January 3, 2026 in Connecticut.

Where is Magnolia Private Wealth located?

Magnolia Private Wealth is based in Avon, CT, 06001, in Hartford County.

What type of business is Magnolia Private Wealth?

Magnolia Private Wealth is classified as a financial services business (wealth management).

Does Magnolia Private Wealth have an EIN on file?

No EIN was found on file for Magnolia Private Wealth at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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4 companies similar to Magnolia Private Wealth registered in Hartford County in the last 30 days

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The Money MechanicBristol · Sep 17, 2026
MG Investment GroupGlastonbury · Sep 17, 2026
Winn FinancialGlastonbury · Sep 16, 2026
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