Monon Wealth Management

Monon Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Indianapolis, Indiana. On its latest Form ADV, filed September 29, 2026, it reports $547M in regulatory assets under management, 505 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	289413 · SEC file 801-114130
Office	8888 Keystone Crossing Suite 830 Indianapolis, IN 46240
Phone	(317) 993-3999
Website	www.mononwealth.com
Regulatory assets under management	$547M ($510M discretionary)
Individual clients	375 non-high-net-worth, 130 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	10
Disciplinary disclosures	None reported
Latest Form ADV filing	September 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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