Gunn Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 131720
- Registered since
- June 19, 2020
- Website
- www.gunnwealthmanagement.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gunn Wealth Management LLC operates as an independent registered investment advisor (RIA) focused on providing tailored financial planning and portfolio management services. Established in 2020, the firm caters primarily to individual and family clients. It employs a fee structure based on a percentage of assets under management (AUM), aligning its interests with those of its clients. The firm is also involved in educational initiatives, offering seminars and workshops to enhance clients' financial literacy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities90%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Lamar Gunn
CEO & FounderCRD 3185591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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