{"url":"https://nivawealth.com/firms/monere-wealth-management-173076","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173076","regulatoryAum":312000000,"crd":"173076","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7373520","suffix":null,"lastName":"Baxmann","firstName":"Anthony","middleName":"William"},{"crd":"8052414","suffix":null,"lastName":"Bertsche","firstName":"Kyle","middleName":"Daniel"},{"crd":"847285","suffix":null,"lastName":"BONO","firstName":"THOMAS","middleName":"ALLEN"},{"crd":"1350830","suffix":null,"lastName":"BURKE","firstName":"MICHAEL","middleName":"FRANCIS"},{"crd":"2155747","suffix":"II","lastName":"FALCO","firstName":"ANTHONY","middleName":null},{"crd":"5654413","suffix":null,"lastName":"QUIRINI","firstName":"STEVEN","middleName":"ANTHONY"},{"crd":"7333979","suffix":null,"lastName":"Rowe","firstName":"Ethan","middleName":"Christopher"},{"crd":"1285238","suffix":null,"lastName":"VICK","firstName":"PETER","middleName":"ROSS"},{"crd":"2839006","suffix":null,"lastName":"WYKRETOWICZ","firstName":"ANDREW","middleName":"J."}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-13","regulatoryAum":223000000,"clients":385,"employees":15,"offices":2},{"filedOn":"2022-06-29","regulatoryAum":484000000,"clients":385,"employees":15,"offices":2},{"filedOn":"2023-01-06","regulatoryAum":122000000,"clients":300,"employees":12,"offices":2},{"filedOn":"2024-01-22","regulatoryAum":235000000,"clients":350,"employees":10,"offices":2},{"filedOn":"2025-01-21","regulatoryAum":270000000,"clients":350,"employees":10,"offices":2},{"filedOn":"2026-02-03","regulatoryAum":312000000,"clients":500,"employees":10,"offices":2}],"secFileNumber":"801-117039","legalName":"Monere Wealth Management, Inc.","displayName":"Monere Wealth Management","slug":"monere-wealth-management-173076","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"20 N. Martingale Road, Suite 450","city":"Schaumburg","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60173"},"tradeNames":["Monere Investments, Inc."],"registration":{"secApproved":"26 July 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":591752.5773195876,"staff":{"employees":10,"advisory":8,"brokerDealerReps":10,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":312000000,"discretionary":81000000,"discretionaryAccounts":150,"nonDiscretionary":231000000,"nonDiscretionaryAccounts":405,"wrapProgram":80310324,"nonUsClientsPct":0,"nonAumClients":500},"clientTypes":[{"label":"Individuals (other than HNW)","clients":250,"regulatoryAum":167000000},{"label":"High-net-worth individuals","clients":235,"regulatoryAum":120000000},{"label":"Charitable organizations","clients":5,"regulatoryAum":10000000},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":15000000}],"feePrograms":[{"role":"main","program":"Wealth Services Platform","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005930","versionId":1005930,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-03","documentName":"MONERE WEALTH MANAGEMENT INC","fee_rate_low":null,"fee_rate_high":3,"fee_negotiable":true,"minimum_account":50000,"feeMinimumPeriod":"quarterly","fee_minimum_annual":1000},{"role":"other","program":"Financial Planning Services","summary":"Financial planning billed at $250 per hour or at a fixed fee mutually agreed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005930","versionId":1005930,"submittedOn":"2026-02-03","documentName":"MONERE WEALTH MANAGEMENT INC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:00:07.197554+00:00","documents":[{"name":"MONERE WEALTH MANAGEMENT INC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005930","versionId":1005930,"submittedOn":"2026-02-03"}]},"custodians":[],"custodyNote":"Monere Wealth Management does not have custody of client assets.","leadership":[{"name":"Anthony Falco","title":"President","crd":"2155747"},{"name":"Thomas Bono","title":"Chairman & CEO","crd":"847285"},{"name":"John Bouckaert","title":"Board Member","crd":"26830"},{"name":"Arthur Harmon","title":"CFO","crd":"1558889"},{"name":"Andrew Wykretowicz","title":"COO, CCO","crd":"2839006"}],"ownership":[{"label":"Monere Holdings, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since October 2014."},{"label":"John Bouckaert","detail":"Indirect owner: a owner of Monere Holdings, Inc. in the 25% to 50% band and a control person, since October 2014.","parent":"Monere Holdings, Inc."},{"label":"Thomas Bono","detail":"Indirect owner: a owner of Monere Holdings, Inc. in the 75% or more band and a control person, since March 2016.","parent":"Monere Holdings, Inc."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":2,"addresses":[{"street":"20 N. Martingale Road, Suite 450","city":"Schaumburg","headquarters":true},{"street":"1111 West 22nd Street","city":"Oak Brook"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-585-3850","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. state and local bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":37},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"3 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173076/PDF/173076.pdf","brochureDate":"3 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005930","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Monere Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Monere Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Monere Wealth Management charge?","answer":"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.","source":"MONERE WEALTH MANAGEMENT INC, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Monere Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Monere Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Monere Wealth Management have a minimum investment?","answer":"Yes, Monere Wealth Management’s minimum account size for its Wealth Services Platform is $50K. It charges a $1K annual minimum fee.","source":"MONERE WEALTH MANAGEMENT INC, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Monere Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Monere Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Monere Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Monere Wealth Management?","answer":"Monere Wealth Management’s main office is at 20 N. Martingale Road, Suite 450, Schaumburg, IL 60173. Its phone number is 312-585-3850.","source":"Form ADV Part 1A, Item 1.F, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}