Broker-dealer firm · Schaumburg, IL
Monere Wealth Management, Inc.
SEC-registered investment adviser · CRD 173076 · SEC 801-117039
At a glance
Monere Wealth Management, Inc. is an SEC-registered investment adviser based in Schaumburg, Illinois, with $312 million in regulatory assets under management as of its Form ADV filed February 3, 2026. Its largest client group by assets is individuals, and it reports 485 individual clients. By Form ADV it is a broker-dealer firm, ranked 243rd of 391 broker-dealer firms and 9,963rd of 17,210 SEC-registered advisers by assets.
Main office 312-585-3850monereinvest.comAs filed on Form ADV
- Regulatory AUM
- $312M
- Rank among broker-dealer firms
- #243 of 391
- Rank among all SEC RIAs
- #9,963 of 17,210
- Rank in Illinois
- #448 of 684
- Individual clients
- 485
- High-net-worth clients
- 235
- Accounts
- 555
- Discretionary
- 26% of AUM
- Employees
- 10
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- John G. BouckaertBoard Member
- Andrew J. WykretowiczCOO, CCO
- Arthur F. HarmonCFO
- Thomas A. BonoChairman & CEO
- Anthony FalcoPresident
Custody and brokerage
Custodian
Monere Wealth Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Monere Wealth Management, Inc. is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Monere Investments, Inc..
- Monere Investments, Inc. ↗CRD 105487
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed February 2026) names Monere Investments as the broker-dealer its advisers are registered with.
-DEALER REGISTRATION Monere Holdings, Inc., a parent company of MWMI also owns Monere Investments, Inc. an entity registered as a broker-dealer, and as such MWMI’s members and registered advisory personnel may be registered representatives
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 250 | $167M | 54% |
| High-net-worth individuals | 235 | $120M | 38% |
| Corporations or other businesses | 10 | $15M | 5% |
| Charitable organizations | 5 | $10M | 3% |
Disciplinary disclosures
Monere Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗monereinvest.com ↗
AtlasMembers
The full record on Monere Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 164 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Monere Wealth Management, Inc. manage?
Monere Wealth Management, Inc. reports $312 million in regulatory assets under management across 555 accounts, 26% of it on a discretionary basis, on its Form ADV filed February 3, 2026.
What kind of firm is Monere Wealth Management, Inc.?
Monere Wealth Management, Inc. is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Monere Wealth Management, Inc.’s clients?
By assets, its largest client types are individuals ($167 million, 250 clients); high-net-worth individuals ($120 million, 235 clients); corporations or other businesses ($15 million, 10 clients).
Does Monere Wealth Management, Inc. have any disciplinary history?
Monere Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Monere Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →