Monere Wealth Management, Inc.

Monere Wealth Management, Inc. (CRD# 173076) is a financial advisory firm headquartered in Chicago, IL. They manage $95,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $633,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Monere Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Thomas A. Bono
CRD#: 847285
135 S Lasalle Street, Suite 4150, Chicago, IL 60603
93
Wealthminder
score

Thomas Bono (CRD# 847285) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

2
Barry J. Rosenberg
CRD#: 1183821
135 S Lasalle Street, Suite 4150, Chicago, IL 60603
93
Wealthminder
score

Barry Rosenberg (CRD# 1183821) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

3
Andrew J. Wykretowicz
CRD#: 2839006
135 S Lasalle Street, Suite 4150, Chicago, IL 60603
93
Wealthminder
score

Andrew Wykretowicz (CRD# 2839006) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 19 years of experience in the finance industry.

4
Peter R. Vick
CRD#: 1285238
135 S Lasalle Street, Suite 4150, Chicago, IL 60603
83
Wealthminder
score

Peter Vick (CRD# 1285238) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.

5
Michael F. Burke
CRD#: 1350830
135 S Lasalle Street, Suite 4150, Chicago, IL 60603
73
Wealthminder
score

Michael Burke (CRD# 1350830) is an Investment Advisor Representative working at Monere Wealth Management, Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

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