{"url":"https://nivawealth.com/firms/munn-wealth-management-174414","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174414","regulatoryAum":242348079,"crd":"174414","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7039238","suffix":null,"lastName":"Acheson","firstName":"Daniel","middleName":"James"},{"crd":"1481768","suffix":null,"lastName":"GARVIN","firstName":"DANIEL","middleName":"RICHARD"},{"crd":"8084186","suffix":null,"lastName":"Moubarak","firstName":"Mahamed","middleName":null},{"crd":"3100611","suffix":null,"lastName":"MUNN","firstName":"DARREN","middleName":"THADDAEUS"},{"crd":"5707262","suffix":null,"lastName":"MUNN","firstName":"DAVID","middleName":"ELDON"},{"crd":"4156749","suffix":null,"lastName":"Walker","firstName":"LAURA","middleName":"N."},{"crd":"3161139","suffix":null,"lastName":"Wood","firstName":"Michael","middleName":"Nolan"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":189076441,"clients":625,"employees":8,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":199545843,"clients":486,"employees":10,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":164136221,"clients":589,"employees":7,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":197220718,"clients":597,"employees":8,"offices":1},{"filedOn":"2025-03-20","regulatoryAum":209634560,"clients":796,"employees":10,"offices":1},{"filedOn":"2026-05-07","regulatoryAum":242348079,"clients":745,"employees":10,"offices":1}],"secFileNumber":"801-88182","legalName":"Munn 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fixed fee from $250 to $5,000, a guide that is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025863","versionId":1025863,"submittedOn":"2026-03-25","documentName":"MUNN WEALTH MANAGEMENT ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:06:16.685069+00:00","documents":[{"name":"MUNN WEALTH MANAGEMENT ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025863","versionId":1025863,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Interactive Brokers Corp.","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":29185807},{"name":"Folio Investments, Inc.","shortName":"Folio Investments","location":"New York, NY","smaAssets":33552202},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":10887563},{"name":"Trade-PMR 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Munn Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Munn Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Munn Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Munn Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Munn Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Munn Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Munn Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Munn Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}