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| Keyboard |
| Monere Wealth Management Inc
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|---|---|
| CRD # | 173076 |
| SEC # | 801-117039 |
| CIK # | |
| AUM | 312.0 M (2026-02-03) |
| Employees | 10 (80% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-585-3850 |
| Address | 20 N Martingale Road Schaumburg, IL 60173 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 167.0 |
| (b) Individuals (high net worth individuals) | 235 | 120.0 |
| (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 | 555 | 312.0 |
| By Discretionary | ||
| Discretionary | 150 | 81.0 |
| Non-Discretionary | 405 | 231.0 |
| Total | 555 | 312.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.0 | |
| Total | 555 | 312.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 500 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Columbia Advisory Partners LLC
✚
|
WA | 312.6 M |
|
Lagoda Investment Management LP
✚
|
NY | 312.6 M |
|
Financial Planning Solutions LLC
✚
|
MA | 312.4 M |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 312.1 M |
|
Glass Wealth Management Co LLC
✚
|
TX | 311.9 M |
|
Iwealth Financial LLC
✚
|
MN | 311.6 M |
|
Miller Capital Partners Inc
✚
|
MI | 311.6 M |
|
APS Wealth Management LLC
✚
|
NY | 311.5 M |
|
Lyon Wealth Advisors Group LLC
✚
|
NC | 311.4 M |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 311.4 M |