20 N. Martingale Road
Suite 450
Schaumburg, Illinois 60173
Tel: 312-585-3850
MONERE WEALTH MANAGEMENT, INC, formally registered with the SEC as MONERE WEALTH MANAGEMENT, INC. The firm was established in 07/26/2019. They have over 2 offices throughout the country.
MONERE WEALTH MANAGEMENT, INC. is a Schaumburg, Illinois based Financial Planning firm with nearly $270,000,000 assets under management, offering retirement planning & investment advisory services to 555 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 173076 |
SEC# | 801-117039 |
Assets Managed by Firm | $270,000,000 |
No. of Clients | 555 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 555 | $270,000,000 |
Individuals (other than high net worth individuals) | 100 | $125,000,000 |
High net worth individuals | 235 | $120,000,000 |
Charitable organizations | 5 | $10,000,000 |
Corporations or other businesses | 10 | $15,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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