MONON WEALTH MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Indiana, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,182	$286.5M
Non-Discretionary	124	$25.6M
Total	1,306	$312.2M

Clients

Type	Number	RAUM
Individuals	594	$41.6M
HNW Individuals	69	$252.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	10	$18.6M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-114130
SEC ERA File Number	801-114130
SEC CIK Numbers	1920117
SEC CRD Numbers	289413
Legal Entity Identifier	None

Principal Office

99 E CARMEL DR.
SUITE 160
CARMEL
IN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic