Monon Wealth Management
Firm details
- Headquarters
- Indianapolis, 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, individual-owned registered investment adviser that began SEC registration in 2018. The firm operates as a capital allocator for both individual and family clients and institutional accounts, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm is not positioned as an ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
John Hutchens
Managing PartnerCRD 4497161
Raymond Kramer
Managing PartnerCRD 3247207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$327M in ETFs
51%
$167M
45%
$160M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $47.8M | 373,217 | 14.62% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8888 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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