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).

Current Firm Details
1700 Woodlands Drive, Suite 100, Maumee, OH 43537
http://www.munnwealth.com/
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $103,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, GA, IL, MI, NH, OH, TX

Financial Advisors at Munn Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Acheson, financial advisor Maumee OH
Daniel J. Acheson
CRD#: 7039238
1700 Woodlands Drive, Suite 100, Maumee, OH 43537

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.

2
David Munn, financial advisor Maumee OH
David E. Munn
CRD#: 5707262
1700 Woodlands Drive, Suite 100, Maumee, OH 43537

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.

3
Laura Walker, financial advisor Maumee OH
Laura N. Walker
CRD#: 4156749
1700 Woodlands Drive, Suite 100, Maumee, OH 43537

Laura Walker (CRD# 4156749) 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.

4
Michael Wood, financial advisor Maumee OH
Michael N. Wood
CRD#: 3161139
1700 Woodlands Drive, Suite 100, Maumee, OH 43537

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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