Munn Wealth Management, LLC
Munn Wealth Management, LLC is an SEC-registered mass-market adviser in Maumee, OH with $242.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Munn Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174414, SEC 801-88182, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $242.3M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Location
- Maumee, OH
- Employees
- 10
- Clients
- 744
- CRD
- 174414
- Ownership
- MUNN, DAVID, ELDON; BERNDT, SARAH, JANE; ROGERS, JENNIFER, L; MUNN, DARREN, THADDAEUS; SWAYZE, ASHLEIGH, COOPER
How much AUM does Munn Wealth Management, LLC have?
Munn Wealth Management, LLC reported $242.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Munn Wealth Management, LLC?
Disclosed owners and executives of Munn Wealth Management, LLC include MUNN, DAVID, ELDON, BERNDT, SARAH, JANE, ROGERS, JENNIFER, L, MUNN, DARREN, THADDAEUS, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.