firm profile
Monere Wealth Management, Inc.
Overview
Monere Wealth Management, Inc. is an SEC registered investment adviser based in Schaumburg, IL, registered since 2017. It reports $312M in assets under management across 555 accounts, with 10 employees. It has 9 investment adviser representatives.
- Reported AUM
- $312M
- Discretionary
- 26%
- Accounts
- 555
- Average account
- $562K
- Employees
- 10
- Advisory reps
- 9
- Registered since
- 2017
- Jurisdictions
- 22
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Thomas Allen Bono Chairman, Chief Executive Officer CRD 847285
- Anthony Falco II President CRD 2155747
- Andrew J Wykretowicz Chief Compliance Officer CRD 2839006
2 more executive officers, with direct contact details
Advisory reps 3 of 9
- Anthony William Baxmann Registered Rep · Investment Adviser Rep CRD 7373520
- Kyle Daniel Bertsche Registered Rep · Investment Adviser Rep CRD 8052414
- Thomas A Bono Insurance Agent · Registered Rep · Investment Adviser Rep CRD 847285
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 20 N Martingale Rd Ste 450
Schaumburg, IL 60173 - County
- Cook
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 22 jurisdictions
- Website: monereinvest.com
Every state, with registration dates
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