Michael Nolan Wood
Investment adviser representative at Munn Wealth Management, LLC
35 yearsExperience
1 stateRegistered in
$242.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
35 years in the industry.
- Munn Wealth Management, LLCJul 2019 to now
- Coastal Equities, Inc.Sep 2017 to Jan 2020
- Camelot Advisors, LLC d/b/a Comprehensive Investor ServicesSep 2017 to Jul 2019
- Next FinancialOct 2000 to Sep 2017
- Wood and AssociatesMay 1991 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Munn Wealth Management, LLC
$242.3MAssets managed
745Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3161139
- Firm CRD
- 174414