Munn Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maumee, OH. Its latest Form ADV filing, dated March 25, 2026, reports $242M in regulatory assets under management, 10 employees, and 1,527 accounts.
Assets Under Management
$242M
Employees
10
Offices
--
Total Clients
745
Primary office
MAUMEE, OH
1700 WOODLANDS DRIVE, SUITE 100, MAUMEE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
624
2
HNWI
12.1%
90
3
Charitable
2.1%
16
4
Corporations
1.1%
8
5
POOLED INVESTMENT VEHICLE EXCLUDED FROM SMA
0.8%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 25, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$45K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts1,527
10Y AUM Change+$148M (+156.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee75:1
10Y Employee Change-3 (-23.1%)
* 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.