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DA

Daniel J. Acheson

MUNN WEALTH MANAGEMENT
Maumee, OH 43537
Some features on this profile are disabled
CRD#: 7039238
DA

Professional summary

Daniel James Acheson, CFP® is a registered financial advisor currently at MUNN WEALTH MANAGEMENT, LLC located in Maumee, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Acheson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

January 11, 2019 - Present

MUNN WEALTH MANAGEMENT, LLC

Office #1: 1700 Woodlands Drive Suite 100, Maumee, OH 43537
RIA
CRD#: 174414
Maumee, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MUNN WEALTH MANAGEMENT, LLC
MUNN WEALTH MANAGEMENT, LLC

CRD#: 174414 / SEC#: 801-88182

RIA
Registered Investment Advisory firm - (4/17/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(1/11/2019)
IAR
Texas
(4/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2019
Uniform Investment Adviser Law Examination

Current Firm

MW
MUNN WEALTH MANAGEMENT, LLC
MUNN WEALTH MANAGEMENT, LLC

CRD#: 174414 / SEC#: 801-88182

RIA
Registered Investment Advisory firm - (4/17/2015 Approved)
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Contact information

Main Address
1700 Woodlands Drive Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0536
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MWM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,834
AUM (Assets Under Management)$ 209,634,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MUNN WEALTH MANAGEMENT, LLC

CRD#: 174414Maumee, OH 43537

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