MUNN WEALTH MANAGEMENT, LLC
CRD #174414 SEC #801-88182 MAUMEE, OH 419-794-0536
SEC Registered Private Funds
Total AUM
$209.6M
Discretionary
$209.6M
Employees
10
Clients
--
Accounts
1,834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.6M | $209.6M | $43.7K | 10 | 3 |
| Mar 2024 | $197.2M | $197.2M | $12.8K | 8 | 3 |
| Mar 2023 | $164.1M | $164.1M | $12.8K | 7 | 3 |
| Aug 2022 | $199.5M | $199.5M | $0 | 10 | 3 |
| Aug 2022 | $199.5M | $199.5M | $0 | 10 | 3 |
| Mar 2022 | $199.5M | $199.5M | $0 | 10 | 3 |
| Mar 2021 | $189.1M | $189.1M | $0 | 8 | 0 |
| Jun 2020 | $167M | $164.5M | $2.5M | 8 | 0 |
| Mar 2020 | $167M | $164.5M | $2.5M | 8 | 0 |
| Mar 2019 | $135M | $131.4M | $3.5M | 9 | 0 |
| Nov 2018 | $93.9M | $93.9M | $0 | 10 | 100 |
| Mar 2018 | $93.9M | $93.9M | $0 | 10 | 100 |
| Sep 2017 | $94.4M | $94.4M | $0 | 13 | 200 |
| Mar 2017 | $94.4M | $94.4M | $0 | 13 | 200 |
| Dec 2016 | $207.2M | $207.2M | $0 | 13 | 200 |
| Mar 2016 | $207.2M | $207.2M | $0 | 13 | 200 |
| Mar 2016 | $0 | $0 | $0 | 8 | 0 |
| Jun 2015 | $0 | $0 | $0 | 8 | 0 |
| May 2015 | $0 | $0 | $0 | 8 | 0 |
| Mar 2015 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$43.7K
Employees10
Clients3
DateMar 2024
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$12.8K
Employees8
Clients3
DateMar 2023
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$12.8K
Employees7
Clients3
DateAug 2022
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees10
Clients3
DateAug 2022
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees10
Clients3
DateMar 2022
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees10
Clients3
DateMar 2021
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$167M
Discretionary$164.5M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2020
Total AUM$167M
Discretionary$164.5M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2019
Total AUM$135M
Discretionary$131.4M
Non-Disc.$3.5M
Employees9
Clients0
DateNov 2018
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees10
Clients100
DateMar 2018
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees10
Clients100
DateSep 2017
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees13
Clients200
DateMar 2017
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees13
Clients200
DateDec 2016
Total AUM$207.2M
Discretionary$207.2M
Non-Disc.$0
Employees13
Clients200
DateMar 2016
Total AUM$207.2M
Discretionary$207.2M
Non-Disc.$0
Employees13
Clients200
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0