$24.0M Total AUM
$13.0M Disc. AUM
4.4% 3Y CAGR
1 Employees
200 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Merrill Lynch · State Street · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2004
- Office Locations
- 1
Office Locations
-- Dover DE
About Gunn Wealth Management LLC
Gunn Wealth Management is an independent Delaware-based wealth advisory and life planning firm led by CEO/Chairman and author La Mar T. Gunn Sr. The firm provides retirement planning with a focus on 401(k) rollovers for retirees, along with tax/estate and education planning. Portfolios may include traditional investments plus diversifiers such as gold and other metals accessed through ETFs when suitable.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$120.0K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LAMAR TRISHON GUNN
Chairman, Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | $173,333 |
| Non-Discretionary | $11,000,000 | $440,000 |
| Total | $24,000,000 | $240,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing