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Andrew J. Wykretowicz

Investment adviser representative at Monere Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
$312MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Monere Wealth Management, Inc.Mar 2015 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997
  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 1 state (IL).

Monere Wealth Management, Inc.

$312MAssets managed
500Clients
9Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2839006
Firm CRD
173076
Advisor's SEC record (opens in a new tab)
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