Firm profile

Monere Wealth Management, Inc..

SCHAUMBURG, ILCRD 173076Registration Status: ApprovedEffective since July 26, 2019SEC # 801-117039Latest 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, 2 offices, and 555 accounts.

Assets Under Management

$312M

Employees

Offices

2 offices

Total Clients

500

Associated firm names

2 names listed

MONERE INVESTMENTS, INC.
MONERE WEALTH MANAGEMENT, INC.

Leadership

4 roles identified

CEOThomas A. Bono

CCOAndrew J. Wykretowicz

CFOArthur F. Harmon

Advisory services offered

4 types reported

Financial Planning Services

Portfolio management for businesses

Portfolio management for individuals and small businesses

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

SCHAUMBURG, Illinois, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Illinois

SCHAUMBURGPrimary office · OAK BROOK

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone312-585-3850 WebsiteVisit website

LinkedInNot found

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.

Client Coverage Demographics

Top client segmentIndividuals represent 50.0% of total clients.

Top client categories% of clientsClients

Individuals

50.0%

250

HNWI

47.0%

235

Corporations

2.0%

Charitable

1.0%

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%)

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

MONERE HOLDINGS, INC.Direct owner · Schedule AInterest in MONERE WEALTH MANAGEMENT, INC.

75%+

JOHN GEORGE BOUCKAERTDirect owner · Schedule AInterest in MONERE WEALTH MANAGEMENT, INC.

< 5%

THOMAS ALLEN BONOIndirect owner · Schedule BInterest in MONERE HOLDINGS, INC.

75%+

JOHN GEORGE BOUCKAERTIndirect owner · Schedule BInterest in MONERE HOLDINGS, INC.

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Monere Wealth Management, Inc...

Reported ownership and control details

Form ADV · Filing date 2026-02-03 · Schedules A and B

8 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	JOHN GEORGE BOUCKAERTBOARD MEMBERIndividual	MONERE WEALTH MANAGEMENT, INC.	Less than 5%Code NA	Yes	BOARD MEMBER10/2014	Schedule APDF page 20
2	ANDREW J. WYKRETOWICZCOO, CCOIndividual	MONERE WEALTH MANAGEMENT, INC.	Less than 5%Code NA	Yes	COO, CCO10/2014	Schedule APDF page 21
3	MONERE HOLDINGS, INC.OWNERDomestic entity	MONERE WEALTH MANAGEMENT, INC.	75% or moreCode E	Yes	OWNER10/2014	Schedule APDF page 21
4	ARTHUR FARRELL HARMONCFOIndividual	MONERE WEALTH MANAGEMENT, INC.	Less than 5%Code NA	Yes	CFO11/2014	Schedule APDF page 21
5	THOMAS ALLEN BONOCHAIRMAN & CEOIndividual	MONERE WEALTH MANAGEMENT, INC.	Less than 5%Code NA	Yes	CHAIRMAN & CEO08/2015	Schedule APDF page 21
6	ANTHONY FALCOPRESIDENTIndividual	MONERE WEALTH MANAGEMENT, INC.	Less than 5%Code NA	Yes	PRESIDENT01/2023	Schedule APDF page 21
7	JOHN GEORGE BOUCKAERTOWNERIndividual	MONERE HOLDINGS, INC.	25% to less than 50%Code C	Yes	OWNER10/2014	Schedule BPDF page 21
8	THOMAS ALLEN BONOOWNERIndividual	MONERE HOLDINGS, INC.	75% or moreCode E	Yes	OWNER03/2016	Schedule BPDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 2/3/2026 11:08:26 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.