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Monon Wealth Management

EST. AUM
$546,819,721

CONTACTS
1

CLIENT ACCOUNTS
1,740

Firm Details

Metro area Indianapolis
CRD Number 289413
Website mononwealth.com
Client types

Overview

Monon Wealth Management began with the goal of building a simple and elegant wealth management practice that allows them to be indispensable to their affluent clients, while building a great quality of life for all stakeholders (clients, team members and strategic partners). Their objective is not to have the largest wealth management practice, measured by number of clients, employees or assets under management. Instead, they focus their effort on only serving their ideal clients where they can make a deep and meaningful impact on their life and financial situation.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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