Munn Wealth Management, LLC

Overview

Munn Wealth Management, LLC is an SEC registered investment adviser based in Maumee, OH, registered since 2015. It reports $242M in assets under management across 1,527 accounts, with 10 employees. It has 6 investment adviser representatives.

Reported AUM

$242M

Discretionary

100%

Accounts

1,527

Average account

$159K

Employees

10

Advisory reps

6

Registered since

2015

Jurisdictions

10

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Other Investment Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• David Eldon Munn President CRD 5707262
• Darren Thaddaeus Munn Owner CRD 3100611
• Frank P Echelmeyer Chief Compliance Officer CRD 4444168

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Daniel James Acheson Investment Adviser Rep CRD 7039238
• Daniel Richard Garvin Insurance Agent · Investment Adviser Rep CRD 1481768
• Mahamed Moubarak Insurance Agent · Investment Adviser Rep CRD 8084186

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1700 Woodlands Dr Ste 100
Maumee, OH 43537

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: munnwealth.com

Every state, with registration dates

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