Overview
Assets Under Management: $270 million
Headquarters: SCHAUMBURG, IL
High-Net-Worth Clients: 235
Average Client Assets: $510,638
Frequently Asked Questions
MONERE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173076), MONERE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MONERE WEALTH MANAGEMENT, INC. is headquartered in SCHAUMBURG, IL.
MONERE WEALTH MANAGEMENT, INC. serves 235 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, MONERE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MONERE WEALTH MANAGEMENT, INC. manages $270 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, MONERE WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.44
Average High-Net-Worth Client Assets: $510,638
Total Client Accounts: 555
Discretionary Accounts: 150
Non-Discretionary Accounts: 405
Regulatory Filings
CRD Number: 173076
Last Filing Date: 2025-01-21 00:00:00
Website: https://monereinvestments.com