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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 Sep 29, 2026
Feed vintage Oct 1, 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
- 8888 KEYSTONE CROSSING, SUITE 830, INDIANAPOLIS, IN, 46240
- Phone
- (317) 993-3999
- Website
- http://www.mononwealth.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 700 | 518 | decreased by182 |
| Apr 1, 2026 | AUM | $452,203,251 | $546,819,721 | increased by$94,616,470 |
| Apr 1, 2026 | Accounts | 1,629 | 1,740 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 700 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $257,857,171 | $452,203,251 | increased by$194,346,080 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,092 | 1,629 | increased by537 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 510 | 597 | increased by87 |
| Apr 1, 2022 | AUM | $251,000,000 | $257,857,171 | increased by$6,857,171 |
| Apr 1, 2022 | Accounts | 902 | 1,092 | increased by190 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.