MUNN WEALTH MANAGEMENT, LLC

MAUMEE, Ohio·4 registered advisors·CRD# 174414
SEC# 801-881820419-794-0536
01

Firm Overview

AUM
$197M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MUNN WEALTH MANAGEMENT, LLC

4 registered advisors
David Eldon Munn
MAUMEE, Ohio
James P Ruyle
MAUMEE, Ohio
Jennifer L Rogers
MAUMEE, Ohio
Sarah Jane Berndt
MAUMEE, Ohio
05

Office Locations

MAUMEE, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. MUNN WEALTH MANAGEMENT, LLC (CRD# 174414) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.