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MUNN WEALTH MANAGEMENT, LLC

MAUMEE, OH · CRD 174414 · IAPD ↗ · munnwealth.com · 419-794-0536

$242.3MRegulatory AUM
5Advisory reps
10Employees
3Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — MUNN WEALTH MANAGEMENT, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MUNN WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2024 — MUNN WEALTH MANAGEMENT, LLC notice-filed in AZ, CO, GA, IL, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.