Monere Wealth Management, Inc.
- Regulatory AUM
- $312M
- Discretionary
- $81.0M
- Clients
- 500
- Avg AUM / client
- $624K
- Accounts
- 555
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Asset allocation (SMA assets by investment type)
as of Feb 03, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 250 | $167M | 53.5% |
| High net worth individuals | 235 | $120M | 38.5% |
| Charitable organizations | 5 | $10.0M | 3.21% |
| Corporations and other businesses | 10 | $15.0M | 4.81% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew J. Wykretowicz | Coo, Cco | Oct 2014 (12y) | Less than 5% | |
| Bouckaert, John, George | Board Member | Oct 2014 (12y) | ≈ 18.75% – 50% via Monere Holdings, Inc. | |
| Harmon, Arthur, Farrell | Cfo | Nov 2014 (12y) | Less than 5% | |
| Thomas Allen Bono | Chairman & Ceo | May 2015 (11y) | ≈ 56.25% – 100% via Monere Holdings, Inc. | |
| Anthony Falco | President | Nov 2017 (9y) | Less than 5% | |
| Peter Ross Vick | Registered representative | May 2015 (11y) | ||
| Michael Francis Burke | Registered representative | May 2015 (11y) | ||
| Steven Anthony Quirini | Registered representative | Jul 2023 (3y) | ||
| Anthony William Baxmann | Registered representative | Oct 2023 (3y) | ||
| Kyle Daniel Bertsche | Registered representative | Jun 2025 (1y) | ||
| Ethan Christopher Rowe | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Monere Holdings, Inc. | Owner | Oct 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bouckaert, John, George: 25% – 50% of Monere Holdings, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Thomas Allen Bono: 75% – 100% of Monere Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗