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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONERE WEALTH MANAGEMENT, INC.

CRD 173076

SCHAUMBURG, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00b8c77b-0dff-9d76-063a-07ccb1de5e1a

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 7
On other graphs: 0
Observed: Nov 4, 2014 to Feb 3, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=10.0
Regulatory AUM: $312MItem 5.F on the latest filing (2026-02-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $81.0M
Private client RAUM: $287MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $34.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 555
Individual clients: 250
High net worth clients: 235
SEC number: 801-117039
CRD: 173076
Filings on the tape: 29
First filed: Nov 4, 2014
Latest filed: Feb 3, 2026
Organised: Corporation, IL
Website: monereinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW J. WYKRETOWICZ	n/a	SCHAUMBURG, IL	11	29	1	yes
PETER ROSS VICK	n/a	SCHAUMBURG, IL	11	27	1	yes
MICHAEL FRANCIS BURKE	n/a	SCHAUMBURG, IL	11	38	1	yes
THOMAS ALLEN BONO	n/a	SCHAUMBURG, IL	11	37	1	yes
ANTHONY FALCO	n/a	SCHAUMBURG, IL	8	34	n/a	yes
STEVEN ANTHONY QUIRINI	n/a	SCHAUMBURG, IL	3	18	2	yes
Anthony William Baxmann	n/a	SCHAUMBURG, IL	2	26	n/a	yes
Kyle Daniel Bertsche	n/a	SCHAUMBURG, IL	1	13	n/a	yes
Ethan Christopher Rowe	n/a	SCHAUMBURG, IL	0	12	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BONO, THOMAS, ALLEN	CHAIRMAN & CEO	Na	yes	08/2015	Jan 19, 2017	Jan 22, 2024
BONO, THOMAS, ALLEN	Owner	E	yes	03/2016	Jan 19, 2017	Jan 22, 2024
BOUCKAERT, JOHN, GEORGE	Owner	C	yes	10/2014	Nov 4, 2014	Jan 22, 2024
BOUCKAERT, JOHN, GEORGE	BOARD MEMBER	Na	yes	10/2014	Nov 4, 2014	Jan 22, 2024
FALCO, ANTHONY	President	Na	yes	01/2023	Jan 3, 2023	Jan 22, 2024
HARMON, ARTHUR, FARRELL	Cfo	Na	yes	11/2014	Dec 2, 2014	Jan 22, 2024
MONERE HOLDINGS, INC.	Owner	E	yes	10/2014	Nov 21, 2014	Jan 22, 2024
WYKRETOWICZ, ANDREW, J.	COO, CCO	Na	yes	10/2014	Nov 4, 2014	Jan 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MONERE INVESTMENTS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
OAK BROOK	IL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 3, 2026	$312M	$81.0M	10	8	1	n/a	n/a
2024	Jan 21, 2025	$270M	$66.0M	10	8	1	n/a	n/a
2023	Jan 22, 2024	$235M	$57.0M	10	8	1	n/a	n/a
2022	Jan 6, 2023	$122M	$52.0M	12	8	1	n/a	n/a
2021	Jan 6, 2022	$484M	$203M	15	8	1	n/a	n/a
2020	Jan 13, 2021	$223M	$62.0M	15	8	1	n/a	n/a
2019	Jan 23, 2020	$185M	$57.0M	16	8	1	n/a	n/a
2016	Jan 19, 2017	$46.6M	$37.6M	14	7	n/a	n/a	n/a
2015	Feb 1, 2016	$95.0M	$25.0M	15	7	n/a	n/a	n/a
2014	Mar 26, 2015	$107M	$25.8M	10	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$312M	$270M	15.6%	$122M	36.8%	10	10	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DAVID A. NOYES & COMPANY	2	Jun 2, 2015	May 22, 2015	OAK PARK, IL	Team lift out	Other	8.0%

Relationships

Registered with (12)

← Ethan Christopher RoweAdvisorregistration: current employment
Oct 7, 2025 to presentfactForm ADV
← Kyle Daniel BertscheAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← Anthony William BaxmannAdvisorregistration: current employment
Oct 23, 2023 to presentfactForm ADV
← STEVEN ANTHONY QUIRINIAdvisorregistration: current employment
Jul 5, 2023 to presentfactForm ADV
← ANTHONY FALCOAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← MICHAEL FRANCIS BURKEAdvisorregistration: current employment
May 22, 2015 to presentfactForm ADV
← THOMAS ALLEN BONOAdvisorregistration: current employment
May 22, 2015 to presentfactForm ADV
← PETER ROSS VICKAdvisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← ANDREW J. WYKRETOWICZAdvisorregistration: current employment
Jan 5, 2015 to presentfactForm ADV
← TERRENCE PATRICK GEARYAdvisorregistration: previous registration
May 23, 2022 to Oct 18, 2023factForm ADV
← CARY SCOTT KORNICKAdvisorregistration: previous registration
Jul 31, 2020 to May 17, 2022factForm ADV
← Riley Steven JustAdvisorregistration: previous registration
Mar 14, 2016 to Apr 25, 2016factForm ADV

Controls (6)

← HARMON, ARTHUR, FARRELLOwnerCFO, ownership code NA, individual
Dec 2, 2014 to Jan 22, 2024factForm ADV
← FALCO, ANTHONYOwnerPRESIDENT, ownership code NA, individual
Jan 3, 2023 to Jan 22, 2024factForm ADV
← BOUCKAERT, JOHN, GEORGEOwnerOWNER, ownership code C, individual
Nov 4, 2014 to Jan 22, 2024factForm ADV
← WYKRETOWICZ, ANDREW, J.OwnerCOO, CCO, ownership code NA, individual
Nov 4, 2014 to Jan 22, 2024factForm ADV
← BONO, THOMAS, ALLENOwnerOWNER, ownership code E, individual
Jan 19, 2017 to Jan 22, 2024factForm ADV
← MONERE HOLDINGS, INC.OwnerOWNER, ownership code E, domestic entity
Nov 21, 2014 to Jan 22, 2024factForm ADV

Moved with (1)

← DAVID A. NOYES & COMPANYRegistered adviser2 advisors, team lift out, same day
Jun 2, 2015 to May 22, 2015factForm ADV

Dated events

Occurred
Jan 22, 2024
Regulatory AUM changed
Monere Wealth Management, Inc. reported RAUM $235.0M, up 93% from $122.0M (2023-01-06 to 2024-01-22)
Form ADVobserved 5 days ago
$113M
Occurred
Oct 18, 2023
Advisor changed firm
Terrence Patrick Geary left Monere Wealth Management, Inc. for Sanctuary Advisors, Llc (registered 2023-11-14)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2023
Regulatory AUM changed
Monere Wealth Management, Inc. reported RAUM $122.0M, down 75% from $484.0M (2023-01-03 to 2023-01-06)
Form ADVobserved 5 days ago
$-362M
Occurred
Jan 3, 2023
Control person joined
Anthony Falco (President) appeared on Schedule A of Monere Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
May 17, 2022
Advisor changed firm
Cary Scott Kornick left Monere Wealth Management, Inc. for Herr Investment Group Llc (registered 2022-02-18)
Form ADVobserved 5 days ago
Occurred
Jan 6, 2022
Regulatory AUM changed
Monere Wealth Management, Inc. reported RAUM $484.0M, up 117% from $223.0M (2021-12-22 to 2022-01-06)
Form ADVobserved 5 days ago
$261M
Occurred
Nov 4, 2014
First Form ADV filing
Monere Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00b8c77b-0dff-9d76-063a-07ccb1de5e1a
First observed: Nov 4, 2014
Last observed: Feb 3, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONERE WEALTH MANAGEMENT, INC.

CRD 173076

SCHAUMBURG, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00b8c77b-0dff-9d76-063a-07ccb1de5e1a

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW J. WYKRETOWICZ

n/a

SCHAUMBURG, IL

yes

PETER ROSS VICK

n/a

SCHAUMBURG, IL

yes

MICHAEL FRANCIS BURKE

n/a

SCHAUMBURG, IL

yes

THOMAS ALLEN BONO

n/a

SCHAUMBURG, IL

yes

ANTHONY FALCO

n/a

SCHAUMBURG, IL

n/a

yes

STEVEN ANTHONY QUIRINI

n/a

SCHAUMBURG, IL

yes

Anthony William Baxmann

n/a

SCHAUMBURG, IL

n/a

yes

Kyle Daniel Bertsche

n/a

SCHAUMBURG, IL

n/a

yes

Ethan Christopher Rowe

n/a

SCHAUMBURG, IL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BONO, THOMAS, ALLEN

CHAIRMAN & CEO

yes

08/2015

Jan 19, 2017

Jan 22, 2024

BONO, THOMAS, ALLEN

Owner

yes

03/2016

Jan 19, 2017

Jan 22, 2024

BOUCKAERT, JOHN, GEORGE

Owner

yes

10/2014

Nov 4, 2014

Jan 22, 2024

BOUCKAERT, JOHN, GEORGE

BOARD MEMBER

yes

10/2014

Nov 4, 2014

Jan 22, 2024

FALCO, ANTHONY

President

yes

01/2023

Jan 3, 2023

Jan 22, 2024

HARMON, ARTHUR, FARRELL

Cfo

yes

11/2014

Dec 2, 2014

Jan 22, 2024

MONERE HOLDINGS, INC.

Owner

yes

10/2014

Nov 21, 2014

Jan 22, 2024

WYKRETOWICZ, ANDREW, J.

COO, CCO

yes

10/2014

Nov 4, 2014

Jan 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MONERE INVESTMENTS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

OAK BROOK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 3, 2026

$312M

$81.0M

n/a

2024

Jan 21, 2025

$270M

$66.0M

n/a

2023

Jan 22, 2024

$235M

$57.0M

n/a

2022

Jan 6, 2023

$122M

$52.0M

n/a

2021

Jan 6, 2022

$484M

$203M

n/a

2020

Jan 13, 2021

$223M

$62.0M

n/a

2019

Jan 23, 2020

$185M

$57.0M

n/a

2016

Jan 19, 2017

$46.6M

$37.6M

n/a

2015

Feb 1, 2016

$95.0M

$25.0M

n/a

2014

Mar 26, 2015

$107M

$25.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$312M

$270M

15.6%

$122M

36.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DAVID A. NOYES & COMPANY

Jun 2, 2015

May 22, 2015

OAK PARK, IL

Team lift out

Other

8.0%