Investment adviser · CRD 174414
MUNN WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MAUMEE, OH, United States · Form ADV filed May 7, 2026
- Regulatory AUM
- $242M Form ADV · Item 5.F
- Client accounts
- 1,527 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 624 | $121,764,957 | 50.2% |
| High-net-worth individuals | 90 | $103,153,301 | 42.6% |
| Charities | 16 | $10,349,260 | 4.3% |
| Other clients | 6 | $4,482,089 | 1.8% |
| Corporations & businesses | 8 | $2,286,084 | 0.9% |
| Other investment advisers | Fewer than 5 | $312,388 | 0.1% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2103985 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1700 WOODLANDS DRIVE, SUITE 100MAUMEE, OH, 43537, United States
CRD 174414
Filing source
Form ADV 2103985 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.