DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Monere Wealth Management, Inc.
Latest filing Feb 3, 2026
First filing on the tape Nov 4, 2014 · 29 filings
SEC status approved since Jul 26, 2019
RAUM
$312M
reported, Item 5.F
Discretionary
26%
of RAUM
Private clients
92%
$287M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$34.7M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$312M as of Feb 3, 2026
Mar 26, 2015$107M then
HNW client RAUM$120M as of Feb 3, 2026
Jan 23, 2020$95.0M then
State-registered IARs (5.B.3)10 as of Feb 3, 2026
Mar 26, 201510 then
Employees (5.A)10 as of Feb 3, 2026
Mar 26, 201510 then
Private funds: no history
RAUM +16% over the last fiscal year+37% a year over threeIARs 10 to 10
Practice profile
derived from the filing of Feb 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $34.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 54derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $510,638derivedHNW RAUM over HNW clients
- Average account
- $562,162derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 26%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +45%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $80.3MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$167M54%
- High-net-worth individuals$120M38%
- Corporations and businesses$15.0M4.8%
- Charitable organizations$10.0M3.2%
- Individual clients
- 250reported
- HNW clients
- 235reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 555reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $80.3M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=10.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrew J. Wykretowicz | Schaumburg, Il | Jan 5, 2015 | 29 y | 1 |
| Peter Ross Vick | Schaumburg, Il | May 12, 2015 | 27 y | 1 |
| Thomas Allen Bono | Schaumburg, Il | May 22, 2015 | 37 y | 1 |
| Michael Francis Burke | Schaumburg, Il | May 22, 2015 | 38 y | 1 |
| Anthony Falco | Schaumburg, Il | Nov 21, 2017 | 34 y | 0 |
| Steven Anthony Quirini | Schaumburg, Il | Jul 5, 2023 | 18 y | 2 |
| Anthony William Baxmann | Schaumburg, Il | Oct 23, 2023 | 26 y | 0 |
| Kyle Daniel Bertsche | Schaumburg, Il | Jun 17, 2025 | 13 y | 0 |
| Ethan Christopher Rowe | Schaumburg, Il | Oct 7, 2025 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Terrence Patrick Geary to Sanctuary Advisors, LLCOct 18, 2023 · RIA to affiliated broker-dealer or bank
- Cary Scott Kornick to Herr Investment Group LLCMay 17, 2022 · RIA to a newly registered adviser
- Riley Steven Just to Nuveen Asset Management, LLCApr 25, 2016 · Other
Joined, latest
- Ethan Christopher Rowe from Summit Global Investments, LLCOct 7, 2025 · RIA to RIA
- Steven Anthony Quirini from Sanctuary Advisors, LLCJul 5, 2023 · Affiliated broker-dealer or bank to independent RIA
- Terrence Patrick Geary from Wells Fargo AdvisorsMay 23, 2022 · Wirehouse to independent RIA
- Thomas Allen Bono from David A. Noyes & CompanyMay 22, 2015 · Other
- Michael Francis Burke from David A. Noyes & CompanyMay 22, 2015 · Other
- Peter Ross Vick from David A. Noyes & CompanyMay 12, 2015 · Other
- Andrew J. Wykretowicz from David A. Noyes & CompanyJan 5, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from David A. Noyes & CompanyJun 2, 2015 · Oak Park, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allen Thomas Bono · Chairman & Ceocontrolsince 08/2015 · owns less than 5%
- George John Bouckaert · Board Membercontrolsince 10/2014 · owns less than 5%
- Anthony Falco · Presidentcontrolsince 01/2023 · owns less than 5%
- Farrell Arthur Harmon · Cfocontrolsince 11/2014 · owns less than 5%
- J. Andrew Wykretowicz · Coo, Ccocontrolsince 10/2014 · owns less than 5%
- Allen Thomas Bono · Ownercontrolsince 03/2016 · owns 75% or more of Monere Holdings, Inc.
- George John Bouckaert · Ownercontrolsince 10/2014 · owns 25% to 50% of Monere Holdings, Inc.
Entity owners
- Monere Holdings, Inc. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Monere Investments, Inc.broker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Schaumburg, Il · principal | 9 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Oak Brook, IL1 employees
What changed
consecutive filings, newest first
- Individual clients · 100 to 250Jan 21, 2025 to Feb 3, 2026
- Discretionary RAUM · $66.0M to $81.0MJan 21, 2025 to Feb 3, 2026
- Individual RAUM · $125M to $167MJan 21, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $204M to $231MJan 21, 2025 to Feb 3, 2026
- RAUM · $270M to $312MJan 21, 2025 to Feb 3, 2026
- Wrap assets (sponsor) · $52.4M to $80.3MJan 21, 2025 to Feb 3, 2026
- Accounts · 571 to 555Jan 22, 2024 to Jan 21, 2025
- Financial planning clients · 11-25 to 11-25Jan 22, 2024 to Jan 21, 2025
- Discretionary RAUM · $57.0M to $66.0MJan 22, 2024 to Jan 21, 2025
- HNW RAUM · $110M to $120MJan 22, 2024 to Jan 21, 2025
- Individual RAUM · $100M to $125MJan 22, 2024 to Jan 21, 2025
- Non-discretionary RAUM · $178M to $204MJan 22, 2024 to Jan 21, 2025
- RAUM · $235M to $270MJan 22, 2024 to Jan 21, 2025
- Wrap assets (sponsor) · $48.5M to $52.4MJan 22, 2024 to Jan 21, 2025
- Accounts · 300 to 571Jan 6, 2023 to Jan 22, 2024
- BD registered reps · 12 to 10Jan 6, 2023 to Jan 22, 2024
- HNW clients · 215 to 235Jan 6, 2023 to Jan 22, 2024
- Individual clients · 70 to 100Jan 6, 2023 to Jan 22, 2024
- Employees · 12 to 10Jan 6, 2023 to Jan 22, 2024
- State-registered IARs · 12 to 10Jan 6, 2023 to Jan 22, 2024
- Discretionary RAUM · $52.0M to $57.0MJan 6, 2023 to Jan 22, 2024
- HNW RAUM · $5.0M to $110MJan 6, 2023 to Jan 22, 2024
- Individual RAUM · $90.0M to $100MJan 6, 2023 to Jan 22, 2024
- Non-discretionary RAUM · $70.0M to $178MJan 6, 2023 to Jan 22, 2024
- RAUM · $122M to $235MJan 6, 2023 to Jan 22, 2024
- Wrap assets (sponsor) · $42.8M to $48.5MJan 6, 2023 to Jan 22, 2024
- Accounts · 293 to 300Jan 3, 2023 to Jan 6, 2023
- BD registered reps · 15 to 12Jan 3, 2023 to Jan 6, 2023
- HNW clients · 300 to 215Jan 3, 2023 to Jan 6, 2023
- Employees · 15 to 12Jan 3, 2023 to Jan 6, 2023
- State-registered IARs · 15 to 12Jan 3, 2023 to Jan 6, 2023
- Discretionary RAUM · $203M to $52.0MJan 3, 2023 to Jan 6, 2023
- HNW RAUM · $336M to $5.0MJan 3, 2023 to Jan 6, 2023
- Non-discretionary RAUM · $281M to $70.0MJan 3, 2023 to Jan 6, 2023
- RAUM · $484M to $122MJan 3, 2023 to Jan 6, 2023
- Wrap assets (sponsor) · $61.1M to $42.8MJan 3, 2023 to Jan 6, 2023
- Accounts · 285 to 293Dec 22, 2021 to Jan 6, 2022
- Discretionary RAUM · $62.0M to $203MDec 22, 2021 to Jan 6, 2022
- HNW RAUM · $105M to $336MDec 22, 2021 to Jan 6, 2022
- Individual RAUM · $60.0M to $90.0MDec 22, 2021 to Jan 6, 2022
Signals
7 dated events
- Monere Wealth Management, Inc. reported RAUM $235.0M, up 93% from $122.0M (2023-01-06 to 2024-01-22)Jan 22, 2024 · RAUM change · derived
- Terrence Patrick Geary left Monere Wealth Management, Inc. for Sanctuary Advisors, Llc (registered 2023-11-14)Oct 18, 2023 · Advisor changed firm · fact
- Monere Wealth Management, Inc. reported RAUM $122.0M, down 75% from $484.0M (2023-01-03 to 2023-01-06)Jan 6, 2023 · RAUM change · derived
- Anthony Falco (President) appeared on Schedule A of Monere Wealth Management, Inc.Jan 3, 2023 · Control person joined · fact
- Cary Scott Kornick left Monere Wealth Management, Inc. for Herr Investment Group Llc (registered 2022-02-18)May 17, 2022 · Advisor changed firm · fact
- Monere Wealth Management, Inc. reported RAUM $484.0M, up 117% from $223.0M (2021-12-22 to 2022-01-06)Jan 6, 2022 · RAUM change · derived
- Monere Wealth Management, Inc. filed its initial SEC registration (Form ADV)Nov 4, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 312-585-3850reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 630-571-4701reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 844-266-6373reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- monereinvest.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-585-3850reportedpublic record, Form ADV, Feb 3, 2026
- Contact form
- monereinvest.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- monereinvest.com/our-advisors-1reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $34.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026