GUNN WEALTH MANAGEMENT LLC

GUNN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 131720). Regulatory assets under management: $24.0M.

Registration

• CRD: 131720
• SEC file number: 801-118932
• Type: Registered investment adviser
• Phone: 888-812-4099
• Latest filing: 2025-08-12
• Regulatory AUM: $24.0M
• Discretionary AUM: $13.0M
• Non-discretionary AUM: $11.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search