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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Quantum element
- Established Date
- 09-29-2017
- Office Locations
- 3
Office Locations
About Monon Wealth Management
Monon Wealth Management (Carmel, IN) is a process-driven wealth manager built around its “STAY ON TRACK” formula, combining investment consulting, advanced planning, and relationship management. The firm supports retail and institutional clients, including entrepreneurs, with portfolios that skew heavily to ETFs alongside mutual funds and fixed income. Custody includes Charles Schwab, and the team uses platforms such as MoneyGuide and Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DARRICK HUTCHENS
Managing Partner, Partner
- CRD
- #4497161
- Ownership
- 75% or more
GABRIELLE ANN MAGDZIARZ
Chief Compliance Officer
- CRD
- #5832218
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Hunter Bartholomew
Associate
- CRD
- #7972531
CLINTON DAVID BUCHER
--
- CRD
- #2688678
Quantum harbor
Timber meridian matrix
- CRD
- #37304
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $509,909,688 | $315,343 |
| Non-Discretionary | $36,910,033 | $300,082 |
| Total | $546,819,721 | $314,264 |
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Separately Managed Accounts
Total SMA Asset: $546,819,721
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $494,122,370 | 30.2% |
| Equity - Exchange | $343,595,025 | 21.0% |
| Cash | $155,435,845 | 9.5% |
| Private Funds | $109,623,175 | 6.7% |
| Other | $317,416,357 | 19.4% |
| U.S. Government/Agency | $215,974,016 | 13.2% |
| Total | $1,636,166,788 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE OPTIMA | OPTIMA DELTA | 23CCQJG1A | ABZX | 10.86% | $92,887,968 |
| MERIDIAN FUSION | DELTA RADIAL | EVMM2NJ0F | TSP | 1.44% | $43,290,797 |
| MOMENTUM SIGNAL HORIZON | FOUNDATION BRIDGE | 52T6LLOY3 | INT | 2.11% | $34,696,039 |
| PATHWAY FOUNDATION | EMBER CREST | 2FRWG7ZFF | OKD | 11.99% | $44,246,061 |
| INSIGHT UNISON ATLAS | MOMENTUM CATALYST | XOF02TDRP | YWD | 5.74% | $72,650,637 |
| HARBOR RIDGE MOMENTUM | VITAL TIMBER | LVK9P8Y3M | UOJ | 8.48% | $25,034,923 |
| ZENITH ZENITH SIGNAL | WAVE HORIZON | W7APYIY4N | ECRF | 6.41% | $101,764,183 |
| DELTA VECTOR | HARBOR RIDGE | EMWPFGQ6E | HNV | 9.01% | $47,073,980 |