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Monere Wealth Management, Inc. CRD 173076
$312M regulatory AUM 500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-21 |
| IL | RA | APPROVED | 2015-05-12 |
Branch Locations
20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monere Investments Inc. | Chicago | IL | 04/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
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