Munn Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Munn Wealth Management reports 745 clients. They include 624 individual clients, 90 high-net-worth individuals and 16 charitable organizations. Nearly all assets ($242M across 1,525 accounts) are managed with discretion; $44.7K across 2 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 50% |
| High-net-worth individuals | 12% | 43% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | 2% | 4% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 624 | $122M | 50.2% | $195K |
| High-net-worth individuals | 90 | $103M | 42.6% | $1.15M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | 16 | $10.3M | 4.3% | $647K |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $312K | 0.1% | $312K |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 8 | $2.29M | 0.9% | $286K |
| Other | 6 | $4.48M | 1.8% | $747K |
| Total | 745 | $242M | 100% | — |
- Clients
- 624
- Regulatory AUM
- $122M
- AUM share
- 50.2%
- Avg. per client
- $195K
- Clients
- 90
- Regulatory AUM
- $103M
- AUM share
- 42.6%
- Avg. per client
- $1.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 16
- Regulatory AUM
- $10.3M
- AUM share
- 4.3%
- Avg. per client
- $647K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $312K
- AUM share
- 0.1%
- Avg. per client
- $312K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $2.29M
- AUM share
- 0.9%
- Avg. per client
- $286K
- Clients
- 6
- Regulatory AUM
- $4.48M
- AUM share
- 1.8%
- Avg. per client
- $747K
Total
- Clients
- 745
- Regulatory AUM
- $242M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Munn Wealth Management charges 0.50%–2.00% for its Asset Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly or as a fixed fee from $250 to $5,000, a guide that is negotiable.
Darren Munn owns 50% to 75% of Munn Wealth Management. The leadership team of Munn Wealth Management includes President Daniel Acheson and Chief Compliance Officer Frank Echelmeyer. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Munn Wealth Management, LLC
Darren Munn
Control person · since March 2015
- Owns 10% to 25% of Munn Wealth Management, LLC
David Munn
Control person · since December 2016
- Owns 10% to 25% of Munn Wealth Management, LLC
National Christian Foundation
Control person · since January 2026
Munn Wealth Management’s regulatory assets grew from $189M (March 2021) to $242M (May 2026); clients rose from 625 to 745 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $242M | 745 | 10 | 1 |
| Mar 2025March 2025 | $210M | 796 | 10 | 1 |
| Mar 2024March 2024 | $197M | 597 | 8 | 1 |
| Mar 2023March 2023 | $164M | 589 | 7 | 1 |
| Mar 2022March 2022 | $200M | 486 | 10 | 1 |
| Mar 2021March 2021 | $189M | 625 | 8 | 1 |
Besides its headquarters, Munn Wealth Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 1700 Woodlands Drive, Suite 100, MaumeeHQ
Contact and registration details
- Legal name
- Munn Wealth Management, LLC
- Headquarters
- 1700 Woodlands Drive, Suite 100, Maumee, OH 43537
- Website
- munnwealth.com
- Phone
- 419-794-0536
- @munn-wealth-management
- SEC file
- 801-88182
- Structure
- Ohio LLC
- Fiscal year end
- December
Munn Wealth Management’s named custodians for separately managed accounts include Trade-PMR ($155M, 68%), Folio Investments ($33.6M, 15%) and Interactive Brokers ($29.2M, 13%). Munn Wealth Management does not have custody of client assets.
- Interactive BrokersInteractive Brokers Corp. · Greenwich, CT · $29.2M13%
- Folio InvestmentsFolio Investments, Inc. · New York, NY · $33.6M15%
- FidelityNational Financial Services LLC · Boston, MA · $10.9M5%
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $155M68%
At year end, Munn Wealth Management’s separately managed accounts were mostly in stocks (73%) and funds (16%).
What the accounts hold
- Stocks73%
- Funds16%
- Bonds1%
- Cash3%
- Other7%
- Annuities, at fund, 401ks7%
How many clients does Munn Wealth Management have?
Munn Wealth Management has 745 clients and manages $242 million for them, as of May 2026. They include 624 individual clients, 90 high-net-worth individuals and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026
What services does Munn Wealth Management offer?
Munn Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Munn Wealth Management charge?
Munn Wealth Management charges 0.50%–2.00% for its Asset Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: MUNN WEALTH MANAGEMENT ADV PART 2A, filed 25 March 2026
Which custodians does Munn Wealth Management use?
Munn Wealth Management’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $155M, Folio Investments, Inc. (New York, NY), with $33.6M, Interactive Brokers Corp. (Greenwich, CT), with $29.2M and National Financial Services LLC (Boston, MA), with $10.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026
How many financial advisors does Munn Wealth Management have?
Munn Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Munn Wealth Management invest in?
At the end of its last fiscal year, Munn Wealth Management’s separately managed accounts held 73% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 7% other, 3% cash and equivalents and 1% investment grade corporate bonds. The 7% other category is described as: Annuities, at Fund, 401ks.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Munn Wealth Management?
Munn Wealth Management’s direct owners are Darren Munn (50% to 75%), David Munn (10% to 25%) and National Christian Foundation (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026
How does Munn Wealth Management get paid?
Munn Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Munn Wealth Management?
Munn Wealth Management’s main office is at 1700 Woodlands Drive, Suite 100, Maumee, OH 43537. Its phone number is 419-794-0536. Its website is munnwealth.com.
