MONERE WEALTH MANAGEMENT, INC.
  • MONERE WEALTH MANAGEMENT, INC.
  • MONERE INVESTMENTS, INC.

Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 07/26/2019
Other registrations (2)
ADV Location SCHAUMBURG, IL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 312,000,000 33%
of that, discretionary 81,000,000 42%
Number of Employees 10
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 562,162 37%
% High Net Worth 47.00% -30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

281M 241M 201M 161M 120M 80M 40M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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