Overview
Assets Under Management: $242 million
Headquarters: MAUMEE, OH
High-Net-Worth Clients: 90
Average Client Assets: $1.1 million
Frequently Asked Questions
MUNN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174414), MUNN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MUNN WEALTH MANAGEMENT, LLC is headquartered in MAUMEE, OH.
MUNN WEALTH MANAGEMENT, LLC serves 90 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, MUNN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MUNN WEALTH MANAGEMENT, LLC manages $242 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, MUNN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.56%
Average Client Assets: $1.1 million
Total Client Accounts: 1,527
Discretionary Accounts: 1,525
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 174414
Filing ID: 2082188
Last Filing Date: 2026-03-25 13:15:26