AdvisorCensus / Financial advisors / Illinois / Chicago / Monere Wealth Management, Inc.
Monere Wealth Management, Inc. is an SEC-registered investment advisory firm in Schaumburg, IL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.
Quick answers
From the filingHow is Monere Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Monere Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Monere Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated February 3, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Monere Wealth Management, Inc. located?
Monere Wealth Management, Inc.'s principal office is in Schaumburg, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Monere Wealth Management, Inc. registered with the SEC or a state?
Monere Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 173076.
How much does Monere Wealth Management, Inc. manage?
Monere Wealth Management, Inc. reports $312,000,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (26% discretionary).
How have Monere Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Monere Wealth Management, Inc.: Regulatory assets under management: $223,000,000 in the October 2021 data and $312,000,000 in the October 2026 data, up 40%. Total employees: 15 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Monere Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (235); corporations or other businesses not listed above (10).
Does Monere Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173076
What changed in Monere Wealth Management, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $270,000,000 to $312,000,000 (+16%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $250 an hour (financial planning services)
The brochure's wording
MWMI offers either hourly or fixed fee arrangements to all financial planning clients. Financial planning fees will be billed at the rate of $250 per hour or a fixed fee mutually agreed upon by the client and MWMI.
As stated in the firm's Form ADV Part 2A brochure dated February 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$312,000,000 as of October 2026, filing dated February 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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)
Registration and firm details
Items 1, 2, 5- Also doing business as
- MONERE INVESTMENTS, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 10. Performing investment advisory functions: 8.
- Wrap fee program participation
- Yes.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
22 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $312,000,000 | 10 | February 3, 2026 |
| October 2025 | $270,000,000 | 10 | January 21, 2025 |
| October 2024 | $235,000,000 | 10 | January 22, 2024 |
| October 2023 | $122,000,000 | 12 | January 6, 2023 |
| October 2022 | $484,000,000 | 15 | June 29, 2022 |
| October 2021 | $223,000,000 | 15 | January 13, 2021 |
Regulatory assets under management: $223,000,000 in the October 2021 data and $312,000,000 in the October 2026 data, up 40%.
Total employees: 15 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $270,000,000 to $312,000,000 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Monere Wealth Management, Inc. (CRD 173076): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076