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| Happy Holidays!! thanks for using AUM13F!! |
| Monere Wealth Management Inc
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|---|---|
| CRD # | 173076 |
| SEC # | 801-117039 |
| CIK # | |
| AUM | $270.0 M (2025-01-21) |
| Employees | 10 (80% Investors, 100% Brokers) |
| Phone | 312-585-3850 |
| Address | 20 N Martingale Road Schaumburg, IL 60173 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 125.0 |
| (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 | 270.0 |
| By Discretionary | ||
| Discretionary | 150 | 66.0 |
| Non-Discretionary | 405 | 204.0 |
| Total | 555 | 270.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.0 | |
| Total | 555 | 270.0 |
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|---|---|---|
|
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AZ | 0.3 |
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Albanyadvisor Group LLC
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|
Spectrum Wealth Management LLC
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|
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|
Optimum Financial Services LLC
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MS | 0.3 |
|
Fortress Wealth Management Inc
✚
|
CA | 0.3 |