LP Profile

Monon Wealth Management

Also known as monon wealth

Wealth ManagerCarmel, United StatesFounded 2014
$258M
Assets Under Management
Carmel
Headquarters
Investment Focus

About Monon Wealth Management

Monon Wealth Management is a wealth manager based in Carmel, US. Founded in 2014. Reported AUM: 258 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Monon Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$546.8M
Total Clients
1,740
Filing Date
May 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Monon Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Monon Wealth Management?

Monon Wealth Management is a wealth manager based in Carmel, United States, managing approximately $258M in assets.

Where is Monon Wealth Management headquartered?

Monon Wealth Management is headquartered in Carmel, United States.

How much does Monon Wealth Management manage?

Monon Wealth Management manages approximately $258M in assets under management.

When was Monon Wealth Management founded?

Monon Wealth Management was founded in 2014.

How can I contact Monon Wealth Management?

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