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MONON WEALTH MANAGEMENT
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
CRD 289413 · SEC 801-114130
99 E CARMEL DR., SUITE 160, CARMEL, IN, 46032, United States
Phone
(317) 993-3999
Fax
(317) 564-0596
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$546.8M
Discretionary AUM
$509.9M
Team
10 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 375 | $109.2M |
| High net worth individuals | 130 | $391.0M |
| Pension/profit sharing plans | 8 | $20.1M |
| Corporations/business entities | 5 | $26.6M |
States served
IL, IN, LA, MI, NE, OH, TX, FL
All web addresses on file
- https://music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management
- https://www.youtube.com/@mononwealthmanagement3475
- https://www.instagram.com/mononwealth/
- https://www.linkedin.com/company/monon-wealth-management
- https://www.facebook.com/mononwealth/
- http://www.mononwealth.com
- https://open.spotify.com/show/2UKITK3aeSNGBHvWTgT77f?si=-t_F28EORMO0332zhmtNFw&nd=1&dlsi=08f73b344357411b
Official SEC filing: View on IAPD