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MUNN WEALTH MANAGEMENT, LLC
CRD 174414File 801-88182
APPROVED
Retail clients
Filing as of May 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$242.3M
Below cohort median (national)
Discretionary AUM
$242.3M
Non-discretionary $45K
Clients
739
1,527 accounts
Employees
10
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2015
- Principal office
- 1700 WOODLANDS DRIVE, SUITE 100, MAUMEE, OH, 43537
- Phone
- 419-794-0536
- Website
- HTTP://WWW.MUNNWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.3M
- Discretionary AUM
- $242.3M
- Non-discretionary AUM
- $45K
- Discretionary accounts
- 1,525
- Non-discretionary accounts
- 2
- Total accounts
- 1,527
- AUM per client
- $328K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.3M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 16 | $10.3M |
| Other investment advisers | Fewer than 5 | $312K |
| High net worth individuals | 90 | $103.2M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 624 | $121.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 745 | 739 | decreased by6 |
| Apr 1, 2026 | Clients | 796 | 745 | decreased by51 |
| Apr 1, 2026 | AUM | $209,634,560 | $242,348,079 | increased by$32,713,519 |
| Apr 1, 2026 | Accounts | 1,834 | 1,527 | decreased by307 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 486 | 796 | increased by310 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $199,545,843 | $209,634,560 | increased by$10,088,717 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 486 | 1,834 | increased by1,348 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 625 | 486 | decreased by139 |
| Apr 1, 2022 | AUM | $189,076,441 | $199,545,843 | increased by$10,469,402 |
| Apr 1, 2022 | Accounts | 1,423 | 486 | decreased by937 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUNN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUNN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.