Munn Wealth Management, LLC

$242.3MAssets under management
as of May 2026 · SEC Form ADV
Maumee, OH
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Tech stack

No one at Munn Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Munn Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Trade Pmr
Per Form ADV · $83M held · filed Mar 2024
Goldman Sachs
Per Form ADV · $65M held · filed Mar 2024
Interactive Brokers
Per Form ADV · $33M held · filed Mar 2024
Fidelity
Per Form ADV · $8M held · filed Mar 2024