Gunn Wealth Management LLC

RIASEC Registered

Total AUM

$24M

Discretionary

$24M

100% of AUM

Avg account

$240K

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 131720
Registered since: June 19, 2020
Website: www.gunnwealthmanagement.com
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gunn Wealth Management LLC is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered since 2020. The firm operates as a fee-based adviser charging a percentage of assets under management and positions itself as a capital allocator for individual and family clients. Its regulatory disclosures list a mix of services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodic newsletters, and educational seminars and workshops; pension consulting services also appear among the adviser activities. Gunn is not identified as an active ESG investor and is described as a multi-state adviser, which suggests it serves clients across state lines while operating from a single office. The firm’s business model appears focused on serving mass-affluent individual and family households through discretionary portfolio management and related planning and educational offerings.