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| MUNN Wealth Management LLC
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| |
|---|---|
| CRD # | 174414 |
| SEC # | 801-88182 |
| CIK # | |
| AUM | $197.2 MM (2024-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 419-794-0536 |
| Address | 1700 Woodlands Drive Maumee, OH 43537 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 112.1 |
| (b) Individuals (high net worth individuals) | 56 | 76.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 21 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 2.1 |
| (n) Other | 1 | 0.3 |
| Total | 1,898 | 197.2 |
| By Discretionary | ||
| Discretionary | 1,897 | 197.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,898 | 197.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.2 | |
| Total | 1,898 | 197.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schaeffer Financial LLC
✚
|
MD | 0.2 |
|
Tudor Financial Inc
✚
|
OH | 0.2 |
|
Innovative Advisory Partners LLC
✚
|
TN | 0.2 |
|
Sage Stone Wealth Management LLC
✚
|
CA | 0.2 |
|
Archetype Advisors LLC
✚
|
PA | 0.2 |
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Bradford Financial Services Inc
✚
|
FL | 0.2 |
|
Vital Investment Management LLC
✚
|
CO | 0.2 |