Monere Wealth Management, Inc.
● SEC registered since 2019CRD 173076SEC# 801-117039Schaumburg, IL
Reg. AUM
$312M
Employees
10
Accounts
555
Location
Schaumburg, IL
Monere Wealth Management, Inc. assets under management
Monere Wealth Management, Inc. is an SEC-registered investment adviser based in Schaumburg, IL. The firm has been registered since 2019. It reports $312 million in regulatory assets under management and employs 10 people.
Monere Wealth Management, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J. Wykretowicz Control | Coo, Cco | Under 5% | 2014 |
| Anthony Falco Control | President | Under 5% | 2023 |
| Arthur Farrell Harmon Control | Cfo | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Monere Wealth Management, Inc. manage?
Monere Wealth Management, Inc. reports $312 million in regulatory assets under management on its Form ADV.
How many employees does Monere Wealth Management, Inc. have?
Monere Wealth Management, Inc. reports 10 employees.
Where is Monere Wealth Management, Inc. located?
Monere Wealth Management, Inc. is based in Schaumburg, IL and has been SEC-registered since 2019.
Does Monere Wealth Management, Inc. disclose fund performance?
Monere Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 N. Martingale Road, Suite 450, Schaumburg, IL 60173 |
| Phone | 312-585-3850 |
| Fax | 630-237-4219 |
| Office hours | 8:00-16:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$312M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$312Mregulatory AUM
Discretionary $81MNon-discretionary $231M