# Gunn Wealth Management LLC

> Gunn Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 131720
- Filed as: GUNN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131720
- AdvisorCensus page: https://advisorcensus.com/firm/gunn-wealth-management-llc-131720

## Quick answers

**How is Gunn Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gunn Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gunn Wealth Management LLC registered with the SEC or a state?**
Gunn Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 131720.

**How much does Gunn Wealth Management LLC manage?**
Gunn Wealth Management LLC reports $24,000,000 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Gunn Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Gunn Wealth Management LLC: Regulatory assets under management: $16,000,000 in the October 2021 data and $24,000,000 in the October 2026 data, up 50%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gunn Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100).

**Does Gunn Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131720

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,000,000
- Discretionary: $24,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $24,000,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gunnwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,000,000 | 1 | September 27, 2021 |
| October 2022 | $21,000,000 | 1 | July 1, 2022 |
| October 2023 | $21,000,000 | 1 | January 13, 2023 |
| October 2024 | $23,000,000 | 1 | April 29, 2024 |
| October 2025 | $23,000,000 | 1 | November 1, 2024 |
| October 2026 | $24,000,000 | 1 | September 10, 2026 |

Regulatory assets under management: $16,000,000 in the October 2021 data and $24,000,000 in the October 2026 data, up 50%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gunn Wealth Management LLC (CRD 131720): Form ADV filing data as of October 2026.