Gunn Wealth Management

Overview

Founded in 2004, it manages retirement and charitable assets for high-net-worth individuals and advises single-family offices. Its services include financial planning, portfolio management, pension consulting, and selecting other advisers. The firm is registered with the SEC as an investment adviser and reported $24M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals.

Services

• Financial planning
• Portfolio management
• Pension consulting
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Pension consulting
• Selecting other advisers
• Newsletters/publications
• Educational seminars

Location

See more firms in Delaware.

Sources and last checked

• Gunn Wealth Management website, gunnwealthmanagement.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 131720), filed 09/10/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.