Monon Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

99 E Carmel Dr Ste 160, Carmel, Indiana,...

Phone Number

(317) 993-3999

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Monon Wealth Management

Monon Wealth Management offers personalized wealth management and Virtual Family Office services aimed at simplifying finances and supporting long-term success for families and business owners. Their approach integrates investment consulting, advanced financial planning, and relationship-driven guidance to create effective wealth strategies. Established in 2014, the firm is dedicated to helping clients grow, protect, and enjoy their wealth with confidence. They provide a transparent process to guide clients through each stage of their financial journey.Explore more
Monon Wealth Management's Social MediaPopular SearchesMonon Wealth ManagementHutchens & Kramer Investment Management GroupKramer Investment Management Group LLCHutchens & Kramer InvestmentHutchens Kramer Investment Management Group LLCSIC Code 62,628NAICS Code 52,523Show more

Monon Wealth Management Org Chart

PhoneEmail
SW
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Relationship Manager

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HB
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Wealth Management Associate

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JD
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Wealth Advisor

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RK
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Senior Wealth Advisor

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CB
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Financial Advisor

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Compare Similar Companies to Monon Wealth Management

Compare insights from companies similar to Monon Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Monon Wealth Management

$5.8M
1-10
Private
-
2014
SW
Stephanie WilsonRelationship Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.6M
11-50
Private
-
1987
Robert Wacker, Chief Sales Officer, Fractional (CSO) at Wacker Wealth Partners
Robert WackerChief Sales Officer, Fractional (CSO)
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
<$5M
1980
Jeffrey Ohe, President at Cahill Financial Advisors
Jeffrey OhePresident
<$5M
1-10
Private
-
2013
Mark Stys, President at WS Wealth Management
Mark StysPresident
<$5M
1-10
Private
-
2010
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Company Profile Activity

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Activity Insights

Monon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Monon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Monon Wealth Management.

Monon Wealth Management Tech Stack

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Monon Wealth Management News & Media

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Frequently Asked Questions Regarding Monon Wealth Management

What is Monon Wealth Management's official website?
Monon Wealth Management's official website is www.mononwealth.com
What is Monon Wealth Management's Revenue?
Monon Wealth Management's revenue is $5.8 Million
What is Monon Wealth Management's SIC code?
Monon Wealth Management's SIC: 62,628
What is Monon Wealth Management's NAICS code?
Monon Wealth Management's NAICS: 52,523
How many employees does Monon Wealth Management have?
Monon Wealth Management has 1-10 employees
What industry does Monon Wealth Management belong to?
Monon Wealth Management is in the industry of: Finance, Securities Trading
What is Monon Wealth Management competition?
Monon Wealth Management top competitors include: Greenwood Capital Associates, WS Wealth Management, Seymour Asset Management, W Wealth Advisors
What technology does Monon Wealth Management use?
Some of the popular technologies that Monon Wealth Management uses are: WordPress.org, PHP, Google Font API, GoDaddy DNS
How do I contact Monon Wealth Management?
Monon Wealth Management contact info: Phone number: (317) 993-3999 Website: www.mononwealth.com
What does Monon Wealth Management do?

Monon Wealth Management offers personalized wealth management and Virtual Family Office services aimed at simplifying finances and supporting long-term success for families and business owners. Their approach integrates investment consulting, advanced financial planning, and relationship-driven guidance to create effective wealth strategies. Establ... ished in 2014, the firm is dedicated to helping clients grow, protect, and enjoy their wealth with confidence. They provide a transparent process to guide clients through each stage of their financial journey.Read More

What are Monon Wealth Management social media links?
Monon Wealth Management Linkedin page Monon Wealth Management Facebook page
Is Monon Wealth Management a public company?
Monon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Monon Wealth Management

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