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MONERE WEALTH MANAGEMENT, INC.

SCHAUMBURG, IL · CRD 173076 · IAPD ↗ · monereinvest.com · 312-585-3850

$312.0MRegulatory AUM
8Advisory reps
10Employees
500Clients
11-25Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
February 2025 — MONERE WEALTH MANAGEMENT, INC. notice-filed in AR, CO, MO, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — MONERE WEALTH MANAGEMENT, INC. reported RAUM up 93% ($122.0M -> $235.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.