Munn Wealth Management, LLC
Munn Wealth Management, LLC (CRD# 174414) is a financial advisory firm headquartered in Maumee, OH. They manage $197,220,718 in 1,898 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management197MILLION
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Total Number of Accounts1,898ACCOUNTS
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Average Account Value$103,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, GA, IL, MI, NH, OH, TX
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry.
David Munn (CRD# 5707262) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 14 years of experience in the finance industry.
Laura Walker (CRD# 4156749) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 16 years of experience in the finance industry.
Michael Wood (CRD# 3161139) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 15 years of experience in the finance industry.