# Monon Wealth Management

Monon Wealth Management is a Bank / Wealth / Trust based in Carmel, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Carmel, IN, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** mononwealth.com
- **LinkedIn:** https://www.linkedin.com/company/monon-wealth-management

## Regulatory record

- **CRD number:** 289413
- **SEC file number:** 801-114130
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289413

## About

Monon Wealth Management was established in 2014 in Carmel, Indiana, to deliver personalized wealth strategies to individuals, high-net-worth families, and businesses. The firm frames its mission around aligning client finances with long-term goals, structured through a proprietary Virtual Family Office offering designed to replicate the coordination of a traditional family office without a dedicated physical footprint. The firm's approach integrates three core disciplines: investment consulting, advanced planning, and ongoing relationship management. Its investment consulting group handles portfolio design and manager selection, while advanced planning covers estate, tax, and risk mitigation. The firm uses Schwab Institutional for custody and Black Diamond for performance reporting, signaling a technology-forward operational stack. No specific portfolio companies, direct deal activity, or alternative investment mandates are publicly disclosed. The firm maintains a single office in Carmel, Indiana, and serves clients through a team whose size and individual principals are not publicly listed on its website. Monon Wealth produces media content including the "Modern Wealth Management" podcast and a video series, using these channels to discuss topics like stress testing and life insurance risk. No named principals, philanthropic vehicles, or peer-network memberships are disclosed in available filings or the firm's own materials. Monon Wealth's structural differentiator is its explicit Virtual Family Office positioning — an attempt to deliver the coordinated planning, investment, and administrative services of a single-family office at a cost basis accessible to a broader affluent client base. The model centralizes complexity management rather than pursuing proprietary deal origination or institutional fund structures, setting it apart from multi-family offices that aggregate capital into in-house funds.

## Related profiles

- [Monomoy Capital Partners](https://altss.com/profile/monomoy-capital-partners)
- [Monotelo Advisors](https://altss.com/profile/monotelo-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/monon-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology