MONERE WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$312,000,000
Discretionary
$81,000,000
Non-discretionary
$231,000,000
Firm details
- CRD number
- 173076
- SEC file number
- 801-117039
- Main office
- SCHAUMBURG, IL, United States
- Employees
- 10
- SEC status
- Approved
- Website
- http://www.monereinvest.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.