# WEALTH MANAGEMENT, LLC

WEALTH MANAGEMENT, LLC of CLINTON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 115214
- Type: SEC-registered investment adviser
- SEC file number: 801-60562
- Location: 112 DUNTON HILL LN, CLINTON, MS, 39056
- Phone: 601-307-5315
- Latest filing: 2026-03-10
- Regulatory AUM: $19.6M
- Discretionary AUM: $19.6M
- Clients: 1
- Accounts: 43

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| MUNS ROGER E | MANAGING MEMBER; PRESIDENT; TREASURER | — |
| CHEW JOHN SAMUEL | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115214/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115214/similar
- Related entities: https://search.stillhousedata.com/firm/115214/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115214

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.