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 $312,162,594 assets under management, offering retirement planning & investment advisory services to 1306 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	$312,162,594
No. of Clients	1306
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1306	$312,162,594
Individuals (other than high net worth individuals)	594	$41,597,232
High net worth individuals	69	$251,971,116
Pension and profit sharing plans	10	$18,594,246

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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