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| Happy Holidays!! thanks for using AUM13F!! |
| MUNN Wealth Management LLC
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|---|---|
| CRD # | 174414 |
| SEC # | 801-88182 |
| CIK # | |
| AUM | $209.6 M (2025-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 419-794-0536 |
| Address | 1700 Woodlands Drive Maumee, OH 43537 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 98.5 |
| (b) Individuals (high net worth individuals) | 94 | 100.9 |
| (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 | 17 | 7.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.3 |
| (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 | 8 | 1.5 |
| (n) Other | 6 | 1.1 |
| Total | 1,834 | 209.6 |
| By Discretionary | ||
| Discretionary | 1,832 | 209.6 |
| Non-Discretionary | 2 | 0.0 |
| Total | 1,834 | 209.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.6 | |
| Total | 1,834 | 209.6 |
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|---|---|---|
|
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CA | 0.2 |
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NC | 0.2 |
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AZ | 0.2 |
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Carolina Financial Advisors Inc
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CGI Plan Advisors Inc
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PA | 0.2 |
|
Wealthway Financial Advisors
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VA | 0.2 |
|
Five Talents Financial Management Group LLC
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IA | 0.2 |
|
Mission Hills Financial Advisory LLC
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CA | 0.2 |
|
Sustainable Advisors Alliance LLC
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|
OK | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |