SEC Form ADV

MONERE WEALTH MANAGEMENT, INC.

Firm profile: Monere Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$312.0M

Assets Under Management

555

Total Clients

Employees

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Registration Details

Accession: CRD-173076
Location: SCHAUMBURG, IL
Filing Date: February 3, 2026
AUM: $312.0M
Total Clients: 555
Institutional Clients: 5
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

MONERE WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in SCHAUMBURG, IL, managing approximately $312.0M in assets across 555 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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