Monere Wealth Management, Inc.
Monere Wealth Management, Inc. is an SEC-registered mass-market adviser in Schaumburg, IL with $312.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Monere Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173076, SEC 801-117039, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $312.0M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Schaumburg, IL
- Employees
- 10
- Clients
- 500
- CRD
- 173076
- Ownership
- BOUCKAERT, JOHN, GEORGE; HARMON, ARTHUR, FARRELL; BONO, THOMAS, ALLEN; WYKRETOWICZ, ANDREW, J.; MONERE HOLDINGS, INC.
How much AUM does Monere Wealth Management, Inc. have?
Monere Wealth Management, Inc. reported $312.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Monere Wealth Management, Inc.?
Disclosed owners and executives of Monere Wealth Management, Inc. include BOUCKAERT, JOHN, GEORGE, HARMON, ARTHUR, FARRELL, BONO, THOMAS, ALLEN, WYKRETOWICZ, ANDREW, J., MONERE HOLDINGS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.