# Munn Wealth Management, LLC

> Munn Wealth Management, LLC is an SEC-registered investment advisory firm in Maumee, OH, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 174414
- Filed as: MUNN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maumee, OH
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174414
- AdvisorCensus page: https://advisorcensus.com/firm/munn-wealth-management-llc-maumee-oh-174414

## Quick answers

**How is Munn Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Munn Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Munn Wealth Management, LLC located?**
Munn Wealth Management, LLC's principal office is in Maumee, OH, according to its Form ADV.

**Is Munn Wealth Management, LLC registered with the SEC or a state?**
Munn Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174414.

**How much does Munn Wealth Management, LLC manage?**
Munn Wealth Management, LLC reports $242,348,079 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Munn Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Munn Wealth Management, LLC: Regulatory assets under management: $189,076,441 in the October 2021 data and $242,348,079 in the October 2026 data, up 28%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Munn Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (624); high net worth individuals (90); charitable organizations (16).

**Which custodians does Munn Wealth Management, LLC use?**
Munn Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions, Interactive Brokers Corp., National Financial Services LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Munn 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/174414

**What changed in Munn Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $209,634,560 to $242,348,079 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions
- Interactive Brokers Corp.
- National Financial Services LLC
- Trade-PMR Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $242,348,079
- Discretionary: $242,303,344
- Non-discretionary: $44,735

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 624 | $121,764,957 |
| High net worth individuals | 90 | $103,153,301 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 16 | $10,349,260 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | 1 | $312,388 |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 8 | $2,286,084 |
| Other | 6 | $4,482,089 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, GA, IL, MI, MO, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- munnwealth.com
- Facebook @MunnWealthManagement
- LinkedIn @munn-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,076,441 | 8 | March 31, 2021 |
| October 2022 | $199,545,843 | 10 | August 25, 2022 |
| October 2023 | $164,136,221 | 7 | March 30, 2023 |
| October 2024 | $197,220,718 | 8 | March 20, 2024 |
| October 2025 | $209,634,560 | 10 | March 20, 2025 |
| October 2026 | $242,348,079 | 10 | May 7, 2026 |

Regulatory assets under management: $189,076,441 in the October 2021 data and $242,348,079 in the October 2026 data, up 28%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $209,634,560 to $242,348,079 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Munn Wealth Management, LLC (CRD 174414): Form ADV filing data as of October 2026.