Munn Wealth Management, LLC
● SEC registered since 2015CRD 174414SEC# 801-88182Maumee, OH
Reg. AUM
$242.3M
Employees
10
Accounts
1,527
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 $242.3 million in regulatory assets under management and employs 10 people.
Munn Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel James Acheson Control | Vice President | Under 5% | 2024 |
| Darren Thaddaeus Munn Control | Owner | 50-75% | 2015 |
| David Eldon Munn Control | President | 10-25% | 2016 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Munn Wealth Management, LLC manage?
Munn Wealth Management, LLC reports $242.3 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
| Address | 1700 Woodlands Drive, Suite 100, Maumee, OH 43537 |
| Phone | 419-794-0536 |
| Fax | 419-794-0539 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$242.3Mregulatory AUM
Discretionary $242.3MNon-discretionary $45K