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MONON WEALTH MANAGEMENT
Legal name: HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
CRD 289413File 801-114130
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$546.8M
Above cohort median (national)
Discretionary AUM
$509.9M
Non-discretionary $36.9M
Clients
518
1,740 accounts
Employees
10
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 17, 2018
- Principal office
- 99 E CARMEL DR., SUITE 160, CARMEL, IN, 46032
- Phone
- (317) 993-3999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $546.8M
- Discretionary AUM
- $509.9M
- Non-discretionary AUM
- $36.9M
- Discretionary accounts
- 1,617
- Non-discretionary accounts
- 123
- Total accounts
- 1,740
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $26.6M |
| Charitable organizations | Fewer than 5 | $4 |
| High net worth individuals | 130 | $391.0M |
| Pension and profit sharing plans | 8 | $20.1M |
| Individuals (other than high net worth individuals) | 375 | $109.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This 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.