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MONERE WEALTH MANAGEMENT, INC.
CRD 173076 · SEC 801-117039
20 N. MARTINGALE ROAD, SUITE 450, SCHAUMBURG, IL, 60173, United States
Phone
312-585-3850
Fax
630-237-4219
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.0M
Discretionary AUM
$81.0M
Team
10 total employees; 8 advisory reps; 500 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $167.0M |
| High net worth individuals | 235 | $120.0M |
| Charitable organizations | 5 | $10.0M |
| Corporations/business entities | 10 | $15.0M |
States served
AZ, AR, CA, CO, IL, IN, LA, MI, MN, MT, NV, NM, NC, OH, SC, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD