MONERE WEALTH MANAGEMENT, INC.

Overview

Monere Wealth Management, Inc. is a fee-driven wealth manager that also operates as a broker-dealer and serves both high-net-worth individuals and institutional clients. The firm acts as a capital allocator, blending discretionary portfolio management with non-discretionary advisory relationships and project-based financial planning. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management and standalone planning work. Investment activity centers on equity-oriented portfolios, with a clear tilt toward exchange-traded equities as the firm’s most-used asset type. Monere selects outside managers when appropriate and uses third-party fund managers for alternative exposure. The firm does not position itself as an ESG-focused investor and is not registered as a multi-state adviser, indicating a concentrated regional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices