MONERE WEALTH MANAGEMENT, INC.
CRD #173076 SEC #801-117039 SCHAUMBURG, IL 312-585-3850
SEC Registered Broker-Dealer
Total AUM
$270M
Discretionary
$66M
Employees
10
Clients
25
Accounts
555
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $270M | $66M | $204M | 10 | 350 |
| Jan 2024 | $235M | $57M | $178M | 10 | 350 |
| Jan 2023 | $122M | $52M | $70M | 12 | 295 |
| Jan 2023 | $484M | $203M | $281M | 15 | 295 |
| Jun 2022 | $484M | $203M | $281M | 15 | 295 |
| May 2022 | $484M | $203M | $281M | 15 | 295 |
| Jan 2022 | $484M | $203M | $281M | 15 | 295 |
| Dec 2021 | $223M | $62M | $161M | 15 | 285 |
| Nov 2021 | $223M | $62M | $161M | 15 | 285 |
| Jan 2021 | $223M | $62M | $161M | 15 | 285 |
| Jul 2020 | $185M | $57M | $128M | 16 | 270 |
| Jun 2020 | $185M | $57M | $128M | 16 | 270 |
| Jan 2020 | $185M | $57M | $128M | 16 | 270 |
| Jun 2019 | $120M | $62M | $58M | 16 | 270 |
| Apr 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Feb 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Feb 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Feb 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Jan 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Jan 2017 | $46.6M | $37.6M | $9M | 14 | 150 |
| Feb 2016 | $95M | $25M | $70M | 15 | 150 |
| Feb 2016 | $95M | $25M | $70M | 15 | 150 |
| May 2015 | $107M | $25.8M | $81.2M | 10 | 150 |
| Mar 2015 | $107M | $25.8M | $81.2M | 10 | 150 |
| Dec 2014 | $95.9M | $25.4M | $70.5M | 10 | 0 |
| Nov 2014 | $95.9M | $25.4M | $70.5M | 10 | 0 |
| Nov 2014 | $95.9M | $25.4M | $70.5M | 10 | 0 |
DateJan 2025
Total AUM$270M
Discretionary$66M
Non-Disc.$204M
Employees10
Clients350
DateJan 2024
Total AUM$235M
Discretionary$57M
Non-Disc.$178M
Employees10
Clients350
DateJan 2023
Total AUM$122M
Discretionary$52M
Non-Disc.$70M
Employees12
Clients295
DateJan 2023
Total AUM$484M
Discretionary$203M
Non-Disc.$281M
Employees15
Clients295
DateJun 2022
Total AUM$484M
Discretionary$203M
Non-Disc.$281M
Employees15
Clients295
DateMay 2022
Total AUM$484M
Discretionary$203M
Non-Disc.$281M
Employees15
Clients295
DateJan 2022
Total AUM$484M
Discretionary$203M
Non-Disc.$281M
Employees15
Clients295
DateDec 2021
Total AUM$223M
Discretionary$62M
Non-Disc.$161M
Employees15
Clients285
DateNov 2021
Total AUM$223M
Discretionary$62M
Non-Disc.$161M
Employees15
Clients285
DateJan 2021
Total AUM$223M
Discretionary$62M
Non-Disc.$161M
Employees15
Clients285
DateJul 2020
Total AUM$185M
Discretionary$57M
Non-Disc.$128M
Employees16
Clients270
DateJun 2020
Total AUM$185M
Discretionary$57M
Non-Disc.$128M
Employees16
Clients270
DateJan 2020
Total AUM$185M
Discretionary$57M
Non-Disc.$128M
Employees16
Clients270
DateJun 2019
Total AUM$120M
Discretionary$62M
Non-Disc.$58M
Employees16
Clients270
DateApr 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateFeb 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateFeb 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateFeb 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateJan 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateJan 2017
Total AUM$46.6M
Discretionary$37.6M
Non-Disc.$9M
Employees14
Clients150
DateFeb 2016
Total AUM$95M
Discretionary$25M
Non-Disc.$70M
Employees15
Clients150
DateFeb 2016
Total AUM$95M
Discretionary$25M
Non-Disc.$70M
Employees15
Clients150
DateMay 2015
Total AUM$107M
Discretionary$25.8M
Non-Disc.$81.2M
Employees10
Clients150
DateMar 2015
Total AUM$107M
Discretionary$25.8M
Non-Disc.$81.2M
Employees10
Clients150
DateDec 2014
Total AUM$95.9M
Discretionary$25.4M
Non-Disc.$70.5M
Employees10
Clients0
DateNov 2014
Total AUM$95.9M
Discretionary$25.4M
Non-Disc.$70.5M
Employees10
Clients0
DateNov 2014
Total AUM$95.9M
Discretionary$25.4M
Non-Disc.$70.5M
Employees10
Clients0