Munn Wealth Management, Llc
- Regulatory AUM
- $242M
- Discretionary
- $242M
- Clients
- 745
- Avg AUM / client
- $325K
- Accounts
- 1,527
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 624 | $122M | 50.2% |
| High net worth individuals | 90 | $103M | 42.6% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | 16 | $10.3M | 4.27% |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | 1 | $312K | 0.13% |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 8 | $2.3M | 0.94% |
| Other | 6 | $4.5M | 1.85% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Thaddaeus Munn | Owner | CFA | Mar 2015 (11y) | 75% or more |
| David Eldon Munn | President | CFP | Dec 2016 (10y) | 10% – 25% |
| Frank P Echelmeyer | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Laura N. Walker | Registered representative | Sep 2017 (9y) | ||
| Daniel James Acheson | Registered representative | CFP | Jan 2019 (8y) | |
| Michael Nolan Wood | Registered representative | Jul 2019 (7y) | ||
| Mahamed Moubarak | Registered representative | CFP | May 2025 (1y) | |
| Daniel Richard Garvin | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- TradePMR $155M (64% of AUM) May 2026
- Charles Schwab & Co. $91.6M (46% of AUM) Aug 2022
- Goldman Sachs $55.9M (27% of AUM) Mar 2025
- Folio Investments, Inc. $33.6M (14% of AUM) May 2026
- Interactive Brokers $29.2M (12% of AUM) May 2026
- National Financial Services (Fidelity) $10.9M (4% of AUM) May 2026
- Fidelity Institutional $9.2M (4% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗