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David Eldon Munn

MUNN WEALTH MANAGEMENT, LLC·MAUMEE, Ohio
Unclaimed Profile
1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 5707262Firm CRD# 174414
01

About

David Eldon Munn is a registered financial advisor based in MAUMEE, Ohio, affiliated with MUNN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MUNN WEALTH MANAGEMENT, LLC
MUNN WEALTH MANAGEMENT, LLC
AUM
$197M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MUNN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5707262
Firm CRD# 174414
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Eldon Munn offer?
David Eldon Munn specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are David Eldon Munn's credentials?
David Eldon Munn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Eldon Munn located?
David Eldon Munn is based in MAUMEE, Ohio, working with MUNN WEALTH MANAGEMENT, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does David Eldon Munn charge for services?
David Eldon Munn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNN WEALTH MANAGEMENT, LLC?
MUNN WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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