SCHAUMBURG, ILCRD 173076Latest ADV February 3, 2026
Monere Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Schaumburg, IL. Its latest Form ADV filing, dated February 3, 2026, reports $312M in regulatory assets under management, 10 employees, 1 office, and 555 accounts.
Assets Under Management
$312M
Employees
10
Offices
1 office
Total Clients
500
Primary office
SCHAUMBURG, IL
20 N. MARTINGALE ROAD, SUITE 450, SCHAUMBURG, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
250
2
HNWI
47.0%
235
3
Corporations
2.0%
10
4
Charitable
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of February 3, 2026
Discretionary26.0%
$81M
26% of total RAUM26.0%
Non-discretionary74.0%
$231M
74% of total RAUM74.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$312M
Total Accounts555
10Y AUM Change+$265M (+569.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee50:1
10Y Employee Change-4 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.