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MUNN WEALTH MANAGEMENT, LLC
CRD 174414 · SEC 801-88182
1700 WOODLANDS DRIVE, SUITE 100, MAUMEE, OH, 43537, United States
Phone
419-794-0536
Fax
419-794-0539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.3M
Discretionary AUM
$242.3M
Team
10 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 624 | $121.8M |
| High net worth individuals | 90 | $103.2M |
| Charitable organizations | 16 | $10.3M |
| Other investment advisers | 1 | $312K |
| Corporations/business entities | 8 | $2.3M |
States served
AZ, CO, GA, IL, MI, OH, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD