# 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.

- CRD: 173076
- Filed as: MONERE WEALTH MANAGEMENT, INC.
- Also doing business as: MONERE INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173076
- AdvisorCensus page: https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Hourly rate: $250 an hour (financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $312,000,000
- Discretionary: $81,000,000
- Non-discretionary: $231,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $167,000,000 |
| High net worth individuals | 235 | $120,000,000 |
| Charitable organizations | 5 | $10,000,000 |
| Corporations or other businesses not listed above | 10 | $15,000,000 |

### 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, IL, IN, LA, MI, MN, MO, MT, NC, NH, NM, NV, OH, SC, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Oak Brook, IL

### Websites listed on Form ADV (Item 1.I)
- monereinvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,000,000 | 15 | January 13, 2021 |
| October 2022 | $484,000,000 | 15 | June 29, 2022 |
| October 2023 | $122,000,000 | 12 | January 6, 2023 |
| October 2024 | $235,000,000 | 10 | January 22, 2024 |
| October 2025 | $270,000,000 | 10 | January 21, 2025 |
| October 2026 | $312,000,000 | 10 | February 3, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $270,000,000 to $312,000,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monere Wealth Management, Inc. (CRD 173076): Form ADV filing data as of October 2026.