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MONON WEALTH MANAGEMENT

INDIANAPOLIS, IN · CRD 289413 · IAPD ↗ · music.amazon.com · (317) 993-3999

$546.8MRegulatory AUM
7Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — MONON WEALTH MANAGEMENT moved its main office from CARMEL, IN to INDIANAPOLIS, IN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — MONON WEALTH MANAGEMENT crossed $500M in regulatory AUM ($452.2M -> $546.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — MONON WEALTH MANAGEMENT reported RAUM up 45% ($312.2M -> $452.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — MONON WEALTH MANAGEMENT now reports custody of client assets ($144.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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