MONON WEALTH MANAGEMENT

99 E Carmel Dr.
Suite 160
Carmel, Indiana 46032
Tel: (317) 993-3999

About MONON WEALTH MANAGEMENT

MONON WEALTH MANAGEMENT, formally registered with the SEC as MONON WEALTH MANAGEMENT. The firm was established in 10/17/2018. They have over 3 offices throughout the country.

MONON WEALTH MANAGEMENT is a Carmel, Indiana based Financial Planning firm with nearly $277,571,958 assets under management, offering retirement planning & investment advisory services to 1255 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289413
SEC#	801-114130
Assets Managed by Firm	$277,571,958
No. of Clients	1255
No. of Advisors	8

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1255	$277,571,958
Individuals (other than high net worth individuals)	602	$63,289,171
High net worth individuals	68	$198,261,705
Pension and profit sharing plans	10	$16,021,082

More Retirement Planning firms in Carmel, Indiana:

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LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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