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, LLC-structured registered investment adviser that began SEC registration in 2018. The firm serves individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, and the firm acts as a capital allocator that deploys client capital to third-party managers. Monon reports it is not an active ESG investor and appears to operate principally within a single state jurisdiction.
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 7STEPHANIE 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 110Active vs passive
$312M in ETFs
47%
$145M
51%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $33.3M | 299,681 | 10.68% |
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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