MUNN WEALTH MANAGEMENT, LLC

1700 Woodlands Drive
Suite 100
Maumee, Ohio 43537
Tel: 419-794-0536

About MUNN WEALTH MANAGEMENT, LLC

MUNN WEALTH MANAGEMENT, LLC, formally registered with the SEC as MUNN WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.

MUNN WEALTH MANAGEMENT, LLC is a Maumee, Ohio based Financial Planning firm with nearly $197,220,718 assets under management, offering retirement planning & investment advisory services to 1898 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174414
SEC#	801-88182
Assets Managed by Firm	$197,220,718
No. of Clients	1898
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1898	$197,220,718
Individuals (other than high net worth individuals)	509	$112,119,789
High net worth individuals	56	$76,747,729
Charitable organizations	21	$5,540,134
Other investment advisers	1	$420,380
Corporations or other businesses	9	$2,127,136

More Retirement Planning firms in Maumee, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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