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| Monere Wealth Management Inc
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| |
|---|---|
| CRD # | 173076 |
| SEC # | 801-117039 |
| CIK # | |
| AUM | $235.0 MM (2024-01-22) |
| Employees | 10 (80% Investors, 100% Brokers) |
| Phone | 312-585-3850 |
| Address | 20 N Martingale Road Schaumburg, IL 60173 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 100.0 |
| (b) Individuals (high net worth individuals) | 235 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 235.0 |
| By Discretionary | ||
| Discretionary | 166 | 57.0 |
| Non-Discretionary | 405 | 178.0 |
| Total | 571 | 235.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.0 | |
| Total | 571 | 235.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.2 |
|
Nautilus Advisors LLC
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|
CA | 0.2 |
|
Bradley Wealth LLC
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|
AZ | 0.2 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.2 |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.2 |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.2 |
|
RP Boggs & Co
✚
|
SC | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
Vestbridge Advisors Inc
✚
|
NJ | 0.2 |