David Eldon Munn
Investment adviser representative at Munn Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$242.3MFirm assets
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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
11 years in the industry.
- Munn Wealth Management, LLCSep 2012 to now
- Coastal Equities, Inc.Jul 2017 to Feb 2023
- Purshe Kaplan Sterling InvestmentsSep 2014 to May 2017
- Camelot Portfolios, LLCSep 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 5707262
- Firm CRD
- 174414