Monere Wealth Management, Inc.

Monere Wealth Management, Inc. is a team-based advisory firm with roughly $312 million in client assets and nine advisors serving primarily individual and high‑net‑worth clients, along with pension plans, charities and business accounts. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside managers, delivered through advisory accounts on the Pershing platform.

The firm offers both discretionary and non‑discretionary management but manages the majority of assets on a non‑discretionary basis (approximately $81 million discretionary and $231 million non‑discretionary), and clients can choose between client‑directed advisory relationships, mutual fund/ETF programs, advisor‑managed accounts or outside professional managed accounts. Monere sponsors wrap fee programs (including the Portfolio Allocation Advisor (PAA) and Personal Investment Manager (PIM) programs) and uses third‑party managers and quantitative/optimization tools as part of its due‑diligence and portfolio construction processes.

Monere is affiliated with a broker‑dealer parent/affiliate structure and its advisory personnel may be dually registered with Monere Investments, Inc., which means some representatives receive commission‑based compensation for securities or insurance sales and are subject to FINRA oversight. The combination of being a wrap program sponsor, maintaining an affiliation with a broker‑dealer, and operating a predominantly non‑discretionary book of business distinguishes its operating model from many peers and may introduce conflicts of interest the firm discloses and monitors.