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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Acheson, Daniel, James | I | VICE PRESIDENT | NA | Control |
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | NA | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | NA | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | NA | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | NA | Control |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DARREN, THADDAEUS | I | OWNER | E | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| MUNN, DAVID, ELDON | I | PRESIDENT | B | Control |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| BERNDT, SARAH, JANE | I | OWNER | A | |
| RUYLE FAMILY IRREVOCABLE TRUST | DE | TRUST | A | |
| RUYLE, JAMES, P | I | OWNER | A | |
| RUYLE, JAMES, P | I | OWNER | A | |
| RUYLE, JAMES, P | I | OWNER | A | |
| RUYLE, JAMES, P | I | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WYNKOOP, TIMOTHY | I | RUYLE FAMILY IRREVOCABLE TRUST | F |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (10)
AZ CO FL GA IL MI MO NH OH TX
Address
1700 WOODLANDS DRIVESUITE 100
MAUMEE, OH 43537
United States
Phone: 419-794-0536