Monon Wealth Management
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 289413
- Registered since
- October 17, 2018
- Website
- mononwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.5%
- Individuals19.96%
- Corporations / Businesses4.86%
- Pension & Profit Sharing Plans3.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Monon Wealth Management is an independent registered investment adviser organized as an LLC and founded in 2018. The firm is owner-operated and bills clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Core advisory services listed in regulatory filings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and manager selection services — the firm also identifies itself as a capital allocator that directs client capital to third-party managers. Monon does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- Private Funds5%
- Other3%
Owners & executives
1 of 1Gabrielle Magdziarz
Chief Compliance OfficerCRD 5832218
Contacts
3 of 7
Stephanie Wilson
Relationship ManagerCRD 5186882
Hunter Bartholomew
Wealth Management AssociateCRD 7972531
Raymond Kramer
Managing PartnerCRD 3247207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$373M in ETFs
47%
$176M
50%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $44.6M | 348,287 | 11.97% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 99 E Carmel Dr
- Time zone
- ET (UTC-5)
- Office locations
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