SourcingSourcing

MONERE WEALTH MANAGEMENT, INC.

B56
CRD 173076·SEC 801-117039·SCHAUMBURG, IL
AUM
$312.0M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$936K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONERE WEALTH MANAGEMENT, INC.
CRD
173076
SEC file #
801-117039
EIN
—
DBA names
—

Economics

AUM
$312.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.0M → $312.0M▲ +160%
Client mix
Individuals Other250
Individuals High Net Worth235
Corporations10
Charitable Organizations5

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
8 advisors → 8 advisors▬ 0%
Primary office
SCHAUMBURG IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
monereinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONERE HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MONERE HOLDINGS, INC.
BONO, THOMAS, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONEREINVEST.COM
Rdap Domain Creation Date
2021-02-09T18:59:02Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket I50
Bracket Ix37
Bracket Iv10
Bracket Xi3
Bracket Ii0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-09T18:59:02Z
Rdap Domain Last Changed
2025-01-27T14:49:30Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (11)

11
BONO, THOMAS, ALLEN
IAR · Executive Officer · 2.5%
847285
FALCO, ANTHONY
IAR · Executive Officer · 2.5%
2155747
WYKRETOWICZ, ANDREW, J.
IAR · Executive Officer · 2.5%
2839006
JOHN GEORGE BOUCKAERT
Executive Officer · 2.5%
26830
ARTHUR FARRELL HARMON
Executive Officer · 2.5%
1558889
Anthony William Baxmann
IAR
7373520
PETER ROSS VICK
IAR
1285238
MICHAEL FRANCIS BURKE
IAR
1350830
STEVEN ANTHONY QUIRINI
IAR
5654413
Ethan Christopher Rowe
IAR
7333979
Kyle Daniel Bertsche
IAR
8052414