MUNN WEALTH MANAGEMENT, LLC
SEC RegisteredEmpowering Clients for Lives of Significance
About the firm
Munn Wealth Management is a highly accredited team of professionals that has been serving clients for 20 years with $200 million under management. The firm helps clients design plans for a secure and significant retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax planning, investment management, and cash flow planning, delivered through a structured five-step process including discovery, analysis, and proposal meetings.
Who they serve
People seeking a plan for their financial future, particularly those planning for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 624 | $122M |
| High Net Worth Individuals | 90 | $103M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MUNN WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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