MONERE WEALTH MANAGEMENT, INC.

CRD 173076File 801-117039

APPROVED

Retail clients

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$312.0M

Below cohort median (national)

Discretionary AUM

$81.0M

Non-discretionary $231.0M

Clients

500

555 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jul 26, 2019
Principal office: 20 N. MARTINGALE ROAD, SUITE 450, SCHAUMBURG, IL, 60173
Phone: 312-585-3850
Website: http://www.monereinvest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $312.0M
Discretionary AUM: $81.0M
Non-discretionary AUM: $231.0M
Discretionary accounts: 150
Non-discretionary accounts: 405
Total accounts: 555
AUM per client: $624K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$15.0M
Charitable organizations	5	$10.0M
High net worth individuals	235	$120.0M
Individuals (other than high net worth individuals)	250	$167.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.