Gunn Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated August 12, 2025, reports $24M in regulatory assets under management, 1 employee, and 100 accounts.
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24Mas of August 12, 2025
Discretionary54.2%
$13M
54% of total RAUM54.2%
Non-discretionary45.8%
$11M
46% of total RAUM45.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$24M
Total Accounts100
10Y AUM Change+$14M (+140.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee100:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.