Assets Under Management
$209.6M
Number of Clients
796
Number of Advisors
6
Average Client AUM
$263K
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Munn Wealth Management, LLC offers a range of services including asset management, financial planning, and tax preparation. Investment advice is provided to individuals, trusts, foundations, and corporations, often utilizing proprietary models designed by Camelot Portfolios. They also offer charitable giving options through a pooled trust arrangement.
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537