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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
About Monere Wealth Management, Inc.
Monere Investments, Inc. is a Schaumburg, IL-based wealth management firm serving individuals and institutions. Its wealth advisors deliver customized investment and financial planning solutions across a broad platform of investment choices, backed by more than 50 years of team experience. The firm operates in both retail and institutional channels and supports client portfolios on platforms including Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS ALLEN BONO
Chairman, Chief Executive Officer
- CRD
- #847285
- Ownership
- Less than 5%
JOHN GEORGE BOUCKAERT
Board Member
- CRD
- #26830
- Ownership
- Less than 5%
Ridge zenith
Catalyst wave ridge
- CRD
- #97492
- Ownership
- 35.6%
Showing 2 of 5 owners & executives
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Anthony William Baxmann
Sales Assistant
- CRD
- #7373520
Kyle Daniel Bertsche
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- CRD
- #8052414
Harbor focus
Ridge pathway frontier
- CRD
- #89069
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,000,000 | $540,000 |
| Non-Discretionary | $231,000,000 | $570,370 |
| Total | $312,000,000 | $562,162 |
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Separately Managed Accounts
Total SMA Asset: $312,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $991,364,974 | 33.1% |
| Public Funds | $407,328,207 | 13.6% |
| Municipal Bonds | $862,577,379 | 28.8% |
| Cash | $733,789,783 | 24.5% |
| Total | $2,995,060,343 | 100.0% |