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Gunn Wealth Management LLC

● SEC registered since 2020CRD 131720SEC# 801-118932
Export (members)
Reg. AUM
$24M
Employees
1
Accounts
100
Location
—

Gunn Wealth Management LLC assets under management

Gunn Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $24 million in regulatory assets under management and employs 1 people.
www.gunnwealthmanagement.comView on SEC.gov ↗

Gunn Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Lamar Trishon Gunn ControlCeo/CcoOver 75%2004

Frequently asked questions

How much does Gunn Wealth Management LLC manage?

Gunn Wealth Management LLC reports $24 million in regulatory assets under management on its Form ADV.

How many employees does Gunn Wealth Management LLC have?

Gunn Wealth Management LLC reports 1 employees.

Does Gunn Wealth Management LLC disclose fund performance?

Gunn Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone888-812-4099
Fax888-812-4098
Office hours8:30 a.m.- 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$13M
Non-discretionary$11M
Total (RAUM)$24M