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Munn Wealth Management, LLC

Munn Wealth Management, LLC. CRD 174414

Munn Wealth Management, LLC logo

CRD: 174414

Munn Wealth Management, LLC

Maumee, OH, 43537
4197940536
www.munnwealth.com
$242.3M Total AUM
$242.3M Disc. AUM
13.5% 3Y CAGR
10 Employees
748 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Folio Investments · Interactive Brokers · Trade-PMR
Clients
Retail and Institutional
Platforms
Harbor
Established Date
04-17-2015
Office Locations
1

Office Locations

1700 Woodlands Drive Suite 100 Maumee OH

About Munn Wealth Management, LLC

Munn Wealth Management is an Ohio-based RIA providing wealth management and financial planning, with a structured onboarding process that culminates in a custom proposal covering retirement, tax, investment, and cash-flow needs. The firm’s credentialed team (e.g., CFP/CFA/CKA) builds portfolios using vehicles such as ETFs and mutual funds, with custody support that can include Fidelity/NFS.

Team overview

43 AVG AGE
$48.5M AVG AUM / ADVISOR
$324.0K AVG AUM / CLIENT
6.6 yrs AVG TENURE
10 Employees
5 Advisory Reps
4 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Unison Insight focus

Custodian

North bridge

Investment Themes

Optima quantum Wave glacier Momentum north

Investment Vehicles

Value summit Fusion summit Quantum fusion

Services

Momentum meridian Value Value pioneer Timber North Oak capital

Technology

Pioneer capital

Owner & Executives

D

DARREN THADDAEUS MUNN

Chief Executive Officer, Managing Member, Owner

CRD
#3100611
Ownership
50% but less than 75%
(498) 902-5292
fusion.capital@capitalcapital.com
in linkedin.com/in/matrix-bridge
DAVID ELDON MUNN

DAVID ELDON MUNN

President, Senior Client Advisor

CRD
#5707262
Ownership
10% but less than 25%
(887) 449-8949
vector.vector@ridgecapital.com
in linkedin.com/in/eagle-foundation
O

Optima ridge

Insight value north

CRD
#53891
Ownership
20.2%
(593) 208-1458
harbor.meridian@legacycapital.com
in linkedin.com/in/wave-harbor

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Contacts

M

Mahamed Moubarak

--

CRD
#8084186
(495) 327-1123
insight.crest@vertexcapital.com
in linkedin.com/in/momentum-eagle
L

LAURA N. Walker

Relationship Manager

CRD
#4156749
(910) 358-3334
north.ember@horizoncapital.com
in linkedin.com/in/delta-signal
C

Crest zenith

Atlas north insight

CRD
#65438
(590) 715-4264
north.momentum@horizoncapital.com
in linkedin.com/in/ember-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-25-2022
03-30-2023
03-20-2024
03-20-2025
05-07-2026
Category Assets AVG. Account size
Discretionary $242,303,344 $158,887
Non-Discretionary $44,735 $22,368
Total $242,348,079 $158,709

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Separately Managed Accounts

Total SMA Asset: $242,348,079

$242.3M Total SMA
Equity - Exchange:
10.3%
Public Funds:
28.4%
Other:
6.4%
Cash:
28.3%
Corporate - Investment Grade:
26.6%
Asset class Assets Assets %
Equity - Exchange $102,695,021 10.3%
Public Funds $283,159,086 28.4%
Other $63,810,498 6.4%
Cash $282,162,047 28.3%
Corporate - Investment Grade $265,212,383 26.6%
Total $997,039,035 100.0%

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