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Monere Wealth Management, Inc.

● SEC registered since 2019CRD 173076SEC# 801-117039Schaumburg, IL
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Reg. AUM
$312M
Employees
10
Accounts
555
Location
Schaumburg, IL

Monere Wealth Management, Inc. assets under management

Monere Wealth Management, Inc. is an SEC-registered investment adviser based in Schaumburg, IL. The firm has been registered since 2019. It reports $312 million in regulatory assets under management and employs 10 people.
www.monereinvest.comView on SEC.gov ↗

Monere Wealth Management, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Andrew J. Wykretowicz ControlCoo, CcoUnder 5%2014
Anthony Falco ControlPresidentUnder 5%2023
Arthur Farrell Harmon ControlCfoUnder 5%2014
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Frequently asked questions

How much does Monere Wealth Management, Inc. manage?

Monere Wealth Management, Inc. reports $312 million in regulatory assets under management on its Form ADV.

How many employees does Monere Wealth Management, Inc. have?

Monere Wealth Management, Inc. reports 10 employees.

Where is Monere Wealth Management, Inc. located?

Monere Wealth Management, Inc. is based in Schaumburg, IL and has been SEC-registered since 2019.

Does Monere Wealth Management, Inc. disclose fund performance?

Monere Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 N. Martingale Road, Suite 450, Schaumburg, IL 60173
Phone312-585-3850
Fax630-237-4219
Office hours8:00-16:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$81M
Non-discretionary$231M
Total (RAUM)$312M