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MONERE WEALTH MANAGEMENT, INC.

20 N. Martingale Road
Suite 450
Schaumburg, Illinois 60173
Tel: 312-585-3850

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About MONERE WEALTH MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#173076
SEC#801-117039
Assets Managed by Firm$270,000,000
No. of Clients555
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total555$270,000,000
Individuals (other than high net worth individuals)100$125,000,000
High net worth individuals235$120,000,000
Charitable organizations5$10,000,000
Corporations or other businesses10$15,000,000

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