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GUNN WEALTH MANAGEMENT LLC

Advisory

N·

Data as of Nov 1, 2024 · Source: SEC Form ADV

Total AUM
$24M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.4%
Employees
1
Assets Under Management
Total AUM$24M
Discretionary AUM$13M
Non-Discretionary AUM$11M
Discretionary %54.2%
Total Clients100
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingMay 17, 2020
Latest FilingNov 1, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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