MUNN WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$242M

Discretionary

$242M

100% of AUM

Avg account

$159K

Accounts

1,527

Employees

Advisory reps

Firm details

Headquarters: MAUMEE, Ohio
CRD number: 174414
Registered since: April 17, 2015
Website: www.munnwealth.com
Custodians: TRADE-PMR INC., GOLDMAN SACHS CUSTODY SOLUTIONS, INTERACTIVE BROKERS LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.24%
HNWI42.56%
Charitable Organizations4.27%
Other1.85%
Corporations / Businesses0.94%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Munn Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves both individual and family clients as well as some institutional relationships. It operates as a capital allocator and offers a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — alongside insurance brokerage services. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers and educational seminars or workshops. The firm reports relationships with related advisers and lists industry affiliations that include another investment adviser, an accounting firm and a law firm. Munn Wealth Management does not identify as an active ESG investor and is not registered as a multi-state adviser.