Monere Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Monere Wealth Management reports 500 clients. They include 250 individual clients, 235 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 26.0% ($81M across 150 accounts) are managed with discretion; $231M across 405 accounts are not. A wrap fee program the firm both sponsors and manages holds $80.3M. It advised 500 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 54% |
| High-net-worth individuals | 47% | 38% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 250 | $167M | 53.5% | $668K |
| High-net-worth individuals | 235 | $120M | 38.5% | $511K |
| Charitable organizations | 5 | $10M | 3.2% | $2M |
| Corporations and other businesses | 10 | $15M | 4.8% | $1.5M |
| Total | 500 | $312M | 100% | $624K |
- Clients
- 250
- Regulatory AUM
- $167M
- AUM share
- 53.5%
- Avg. per client
- $668K
- Clients
- 235
- Regulatory AUM
- $120M
- AUM share
- 38.5%
- Avg. per client
- $511K
- Clients
- 5
- Regulatory AUM
- $10M
- AUM share
- 3.2%
- Avg. per client
- $2M
- Clients
- 10
- Regulatory AUM
- $15M
- AUM share
- 4.8%
- Avg. per client
- $1.5M
Total
- Clients
- 500
- Regulatory AUM
- $312M
- AUM share
- 100%
- Avg. per client
- $624K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 500
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Monere Wealth Management charges up to 3.00% a year for its Wealth Services Platform. The fee is billed in advance, is negotiable, has a $1,000 annual minimum and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning billed at $250 per hour or at a fixed fee mutually agreed in advance.
Monere Holdings, Inc. owns 75% or more of Monere Wealth Management and is in turn owned by Thomas Bono (75% or more) and John Bouckaert (25–50%). The leadership team of Monere Wealth Management includes President Anthony Falco. It has 10 employees, 8 of them in advisory roles.
Leadership
- Anthony FalcoPresident
- Thomas BonoChairman & CEO
- John BouckaertBoard Member
- Arthur HarmonCFO
- Andrew WykretowiczCOO, CCO
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Anthony William Baxmann
- Kyle Daniel Bertsche
- Thomas Allen Bono
- Michael Francis Burke
- Anthony Falco II
- Steven Anthony Quirini
- Ethan Christopher Rowe
- Peter Ross Vick
- Andrew J. Wykretowicz
Staff
- 10 employees
- 8 in advisory functions
- 10 state-registered reps
- 10 broker-dealer reps
- Owns 75% or more of Monere Wealth Management, Inc.
Monere Holdings, Inc.
Control person · since October 2014
- Owns 75% or more of Monere Holdings, Inc.
Thomas Bono
Control person · since March 2016
- Owns 25% to 50% of Monere Holdings, Inc.
John Bouckaert
Control person · since October 2014
Monere Wealth Management’s regulatory assets grew from $223M (January 2021) to $312M (February 2026); clients rose from 385 to 500 and employees fell from 15 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $312M | 500 | 10 | 2 |
| January 2025 | $270M | 350 | 10 | 2 |
| January 2024 | $235M | 350 | 10 | 2 |
| January 2023 | $122M | 300 | 12 | 2 |
| June 2022 | $484M | 385 | 15 | 2 |
| January 2021 | $223M | 385 | 15 | 2 |
Besides its headquarters, Monere Wealth Management has 1 office, with 2 listed addresses in Illinois.
Illinois · 2 listed addresses
- 20 N. Martingale Road, Suite 450, SchaumburgHQ
- 1111 West 22nd Street, Oak Brook
Other business names
Monere Wealth Management has reported 1 other business name to the SEC.
- Monere Investments, Inc.
Contact and registration details
- Legal name
- Monere Wealth Management, Inc.
- Headquarters
- 20 N. Martingale Road, Suite 450, Schaumburg, IL 60173
- Website
- Not reported
- Phone
- 312-585-3850
- SEC file
- 801-117039
- Structure
- Illinois corporation
- Fiscal year end
- December
Monere Wealth Management does not have custody of client assets.
At year end, Monere Wealth Management’s separately managed accounts were mostly in stocks (50%) and funds (37%).
What the accounts hold
- Stocks50%
- Funds37%
- Bonds10%
- Cash3%
How many clients does Monere Wealth Management have?
Monere Wealth Management has 500 clients and manages $312 million for them, as of February 2026. They include 250 individual clients, 235 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does Monere Wealth Management offer?
Monere Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Monere Wealth Management charge?
Monere Wealth Management charges up to 3.00% a year for its Wealth Services Platform. The fee is billed in advance, is negotiable, has a $1,000 annual minimum and requires an account of at least $50,000.
How many financial advisors does Monere Wealth Management have?
Monere Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Monere Wealth Management invest in?
At the end of its last fiscal year, Monere Wealth Management’s separately managed accounts held 50% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Monere Wealth Management have a minimum investment?
Yes, Monere Wealth Management’s minimum account size for its Wealth Services Platform is $50K. It charges a $1K annual minimum fee.
Who owns Monere Wealth Management?
Monere Wealth Management is owned through a holding company by John Bouckaert and Thomas Bono. Its direct owner is Monere Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does Monere Wealth Management get paid?
Monere Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Monere Wealth Management registered with the SEC?
Yes, Monere Wealth Management has been registered with the SEC as an investment adviser since 26 July 2019. Its CRD number is 173076 and its SEC file number is 801-117039.
Source: Form ADV Part 1A, Item 1, filed 3 February 2026; IAPD firm record
How do I contact Monere Wealth Management?
Monere Wealth Management’s main office is at 20 N. Martingale Road, Suite 450, Schaumburg, IL 60173. Its phone number is 312-585-3850.