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Building 2MUNN WEALTH MANAGEMENT, LLC

Map pinMAUMEE, OH
Phone419-794-0536
NotebookSEC #801-88182
Total AUM
$242.3M
Employees
10
Clients
750

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 WOODLANDS DRIVE
SUITE 100
MAUMEE
OH 43537
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
419-794-0536

ReceiptFinancials

Total AUM
$242.3M
Accounts
1,527
Discretionary
$242.3M
Accounts
1,525
Non-Discretionary
$44.7K
Accounts
2

ContactClients

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Individual Clients
624
AUM
$121.8M
HNW Individual Clients
90
AUM
$103.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
16
AUM
$10.3M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$312.4K
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
8
AUM
$2.3M
Other Clients
6
AUM
$4.5M
Description of Other Clients
POOLED INVESTMENT VEHICLE EXCLUDED FROM SMA

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAILMIMONHOHTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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