Monon Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 31, 2026, reports $547M in regulatory assets under management, 10 employees, 2 offices, and 1,740 accounts.
Assets Under Management
$547M
Employees
10
Offices
2 offices
Total Clients
518
Primary office
CARMEL, IN
99 E CARMEL DR., SUITE 160, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
375
2
HNWI
25.1%
130
3
Pension Plans
1.5%
8
4
Corporations
1.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$547Mas of March 31, 2026
Discretionary93.3%
$510M
93% of total RAUM93.3%
Non-discretionary6.7%
$37M
7% of total RAUM6.7%
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$547M
Total Accounts1,740
10Y AUM Change+$444M (+430.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee52:1
10Y Employee Change+6 (+150.0%)
* 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.