PPrivate Fund Data Log in Join · $37/mo

Munn Wealth Management, LLC

● SEC registered since 2015CRD 174414SEC# 801-88182Maumee, OH
Export (members)
Reg. AUM
$209.6M
Employees
10
Accounts
1,834
Location
Maumee, OH

Munn Wealth Management, LLC assets under management

Munn Wealth Management, LLC operates as an SEC-registered investment adviser based in Maumee, OH. The firm has been registered since 2015. It reports $209.6 million in regulatory assets under management and employs 10 people.

Munn Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel James Acheson ControlVice PresidentUnder 5%2024
Darren Thaddaeus Munn ControlOwnerOver 75%2015
David Eldon Munn ControlPresident10-25%2016
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Munn Wealth Management, LLC manage?

Munn Wealth Management, LLC reports $209.6 million in regulatory assets under management on its Form ADV.

How many employees does Munn Wealth Management, LLC have?

Munn Wealth Management, LLC reports 10 employees.

Where is Munn Wealth Management, LLC located?

Munn Wealth Management, LLC is based in Maumee, OH and has been SEC-registered since 2015.

Does Munn Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address1700 Woodlands Drive, Suite 100, Maumee, OH 43537
Phone419-794-0536
Fax419-794-0539
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$209.6M
Non-discretionary$44K
Total (RAUM)$209.6M