Gunn Wealth Management LLC
Gunn Wealth Management LLC is an SEC-registered mass-market adviser with $24.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Gunn Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131720, SEC 801-118932, data through 2025-08-12.
- AUM (assets under management / regulatory AUM)
- $24.0M (2025-08-12)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 100
- CRD
- 131720
- Ownership
- GUNN, LAMAR, TRISHON
How much AUM does Gunn Wealth Management LLC have?
Gunn Wealth Management LLC reported $24.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-08-12).
Who owns Gunn Wealth Management LLC?
Disclosed owners and executives of Gunn Wealth Management LLC include GUNN, LAMAR, TRISHON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.