MUNN WEALTH MANAGEMENT, LLC
Adviser information for MUNN WEALTH MANAGEMENT, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,897 | $197.2M |
| Non-Discretionary | 1 | $12,802 |
| Total | 1,898 | $197.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 509 | $112.1M |
| HNW Individuals | 56 | $76.7M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 21 | $5.5M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 1 | $420,380 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 9 | $2.1M |
| Other | <5 | $265,550 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-88182 |
|---|---|
| SEC ERA File Number | 801-88182 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 174414 |
| Legal Entity Identifier | None |
Principal Office
1700 WOODLANDS DRIVESUITE 100
MAUMEE
OH
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 419-794-0536, Fax: 419-794-0539
Chief Compliance Officer
FRANK ECHELMEYER
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH
United States
Tel:
419-794-0536
Fax:
419-794-0539
F**************@********************M
(Full email address available in API data)
Regulatory Contact
DARREN MUNN
CEO
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH
United States
Tel:
419-794-0536
Fax:
419-794-0539
D*********@*************M
(Full email address available in API data)
Industry Affiliates
| ATLANTIS WEALTH ADVISORS LLC | Other investment adviser, including financial planners |
| CAMELOT EVENT-DRIVEN ADVISORS, LLC | Other investment adviser, including financial planners |
| CAMELOT PORTFOLIOS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MUNN, DARREN, THADDAEUS | Individual | – | OWNER | 03/2015 | > 75% |
| MUNN, DAVID, ELDON | Individual | – | PRESIDENT | 12/2016 | 10-25% |
| ECHELMEYER, FRANK, P | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |