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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MUNN WEALTH MANAGEMENT, LLC

CRD 174414

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb5d51a7-58d4-acf2-d2bc-75adf15eca59

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Mar 31, 2015 to May 7, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $242MItem 5.F on the latest filing (2026-05-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $242M
Private client RAUM: $225MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $34.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,527
Individual clients: 624
High net worth clients: 90
SEC number: 801-88182
CRD: 174414
Filings on the tape: 23
First filed: Mar 31, 2015
Latest filed: May 7, 2026
Organised: Limited Liability Company, OH
Website: munnwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID ELDON MUNN	Certified Financial Planner	MAUMEE, OH	9	17	2	no
LAURA N. Walker	n/a	MAUMEE, OH	9	18	3	no
Daniel James Acheson	Certified Financial Planner	MAUMEE, OH	7	10	n/a	no
Michael Nolan Wood	n/a	MAUMEE, OH	7	35	2	no
Mahamed Moubarak	Certified Financial Planner	MAUMEE, OH	1	10	n/a	no
DANIEL RICHARD GARVIN	n/a	MAUMEE, OH	0	42	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ECHELMEYER, FRANK, P	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Aug 2, 2022	Mar 20, 2024
MUNN, DARREN, THADDAEUS	Owner	E	yes	03/2015	Mar 31, 2015	Mar 20, 2024
MUNN, DAVID, ELDON	President	B	yes	12/2016	Dec 8, 2016	Mar 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMELOT PORTFOLIOS, LLC	n/a	Independent wealth	$272M	N	yes	n/a
ATLANTIS WEALTH ADVISORS LLC	n/a	Independent wealth	$150M	N	yes	n/a
CAMELOT EVENT-DRIVEN ADVISORS, LLC	n/a	Asset manager	$108M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$242M	$242M	10	5	0	n/a	n/a
2024	Mar 20, 2025	$210M	$210M	10	5	0	n/a	n/a
2023	Mar 20, 2024	$197M	$197M	8	5	0	n/a	n/a
2022	Mar 30, 2023	$164M	$164M	7	5	0	n/a	n/a
2021	Mar 31, 2022	$200M	$200M	10	6	0	n/a	n/a
2020	Mar 31, 2021	$189M	$189M	8	6	0	n/a	n/a
2019	Mar 30, 2020	$167M	$165M	8	6	0	n/a	n/a
2018	Mar 28, 2019	$135M	$131M	9	7	0	n/a	n/a
2017	Mar 30, 2018	$93.9M	$93.9M	10	7	0	n/a	n/a
2016	Mar 29, 2017	$94.4M	$94.4M	13	8	n/a	n/a	n/a
2015	Mar 30, 2016	$207M	$207M	13	8	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$242M	$210M	15.6%	$164M	13.9%	10	10	0	0

Relationships

Registered with (9)

← DANIEL RICHARD GARVINAdvisorregistration: current employment
Jul 16, 2026 to presentfactForm ADV
← Mahamed MoubarakAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← Michael Nolan WoodAdvisorregistration: current employment
Jul 10, 2019 to presentfactForm ADV
← Daniel James AchesonAdvisorregistration: current employment
Jan 11, 2019 to presentfactForm ADV
← DARREN THADDAEUS MUNNAdvisorregistration: current employment
Sep 11, 2017 to presentfactForm ADV
← LAURA N. WalkerAdvisorregistration: current employment
Sep 11, 2017 to presentfactForm ADV
← DAVID ELDON MUNNAdvisorregistration: current employment
Aug 2, 2017 to presentfactForm ADV
← GRANT S SIMSAdvisorregistration: previous registration
Mar 4, 2016 to Mar 30, 2022factForm ADV
← JOSHUA DARRIN MUDSEAdvisorregistration: previous registration
Jul 14, 2015 to Oct 2, 2018factForm ADV

Affiliated with (7)

→ CAMELOT PORTFOLIOS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ATLANTIS WEALTH ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CAMELOT EVENT-DRIVEN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAMELOT PORTFOLIOS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← ATLANTIS WEALTH ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAMELOT EVENT-DRIVEN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAMELOT FUNDS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← MUNN, DARREN, THADDAEUSOwnerOWNER, ownership code E, individual
Mar 31, 2015 to Mar 20, 2024factForm ADV
← ECHELMEYER, FRANK, POwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 2, 2022 to Mar 20, 2024factForm ADV
← MUNN, DAVID, ELDONOwnerPRESIDENT, ownership code B, individual
Dec 8, 2016 to Mar 20, 2024factForm ADV

Dated events

Occurred
Aug 2, 2022
Control person left
Cooper Ashleigh Swayze (Chief Compliance Officer) no longer on Schedule A of Munn Wealth Management, Llc (listed 2022-03-31, absent 2022-08-02)
Form ADVobserved 5 days ago
Occurred
Aug 2, 2022
Control person joined
P Frank Echelmeyer (Chief Compliance Officer) appeared on Schedule A of Munn Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Advisor changed firm
Grant S Sims left Munn Wealth Management, Llc for Tfo Wealth Partners (registered 2022-04-12)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2015
First Form ADV filing
Munn Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb5d51a7-58d4-acf2-d2bc-75adf15eca59
First observed: Mar 31, 2015
Last observed: May 7, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MUNN WEALTH MANAGEMENT, LLC

CRD 174414

MAUMEE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb5d51a7-58d4-acf2-d2bc-75adf15eca59

Data as of May 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ELDON MUNN

Certified Financial Planner

MAUMEE, OH

LAURA N. Walker

n/a

MAUMEE, OH

Daniel James Acheson

Certified Financial Planner

MAUMEE, OH

n/a

Michael Nolan Wood

n/a

MAUMEE, OH

Mahamed Moubarak

Certified Financial Planner

MAUMEE, OH

n/a

DANIEL RICHARD GARVIN

n/a

MAUMEE, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ECHELMEYER, FRANK, P

CHIEF COMPLIANCE OFFICER

yes

08/2022

Aug 2, 2022

Mar 20, 2024

MUNN, DARREN, THADDAEUS

Owner

yes

03/2015

Mar 31, 2015

Mar 20, 2024

MUNN, DAVID, ELDON

President

yes

12/2016

Dec 8, 2016

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMELOT PORTFOLIOS, LLC

n/a

Independent wealth

$272M

yes

n/a

ATLANTIS WEALTH ADVISORS LLC

n/a

Independent wealth

$150M

yes

n/a

CAMELOT EVENT-DRIVEN ADVISORS, LLC

n/a

Asset manager

$108M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$242M

n/a

2024

Mar 20, 2025

$210M

n/a

2023

Mar 20, 2024

$197M

n/a

2022

Mar 30, 2023

$164M

n/a

2021

Mar 31, 2022

$200M

n/a

2020

Mar 31, 2021

$189M

n/a

2019

Mar 30, 2020

$167M

$165M

n/a

2018

Mar 28, 2019

$135M

$131M

n/a

2017

Mar 30, 2018

$93.9M

n/a

2016

Mar 29, 2017

$94.4M

n/a

2015

Mar 30, 2016

$207M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$242M

$210M

15.6%

$164M

13.9%