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Sarah Jane Berndt

MUNN WEALTH MANAGEMENT, LLC·MAUMEE, Ohio
Unclaimed Profile
1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 1264410Firm CRD# 174414
01

About

Sarah Jane Berndt 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# 1264410
Firm CRD# 174414
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Jane Berndt offer?
Sarah Jane Berndt specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Sarah Jane Berndt's credentials?
Sarah Jane Berndt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jane Berndt located?
Sarah Jane Berndt 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 Sarah Jane Berndt charge for services?
Sarah Jane Berndt'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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