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PV
PV
Peter Ross Vick
Monere Wealth Management, INC.
40 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Estate Planning
Education Planning
Monere Wealth Management, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$771K average
Assets Under Management
$270.0M
Fee Structure
Minimum Investment:
$25K
Investment Management
Planning
Minimum Annual Fee:
$1,000
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Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
March 2012
Closed-No Action
Customer Dispute
January 1989
Award / Judgment
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 10 yrs 9 mos
Monere Investments, INC.
Broker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
David A. Noyes & Company
May 2007 - April 2015 · 7 yrs 11 mos
David A. Noyes & Company
Broker
April 1997 - April 2015 · 18 yrs
M B Vick & Company
Broker
November 1985 - May 1997 · 11 yrs 6 mos
State Registrations
24 states
AZ
CA
CO
DC
FL
GA
IA
IL
MA
MD
MI
MN
MO
NC
NE
NY
OR
PA
TN
TX
VA
Virgin Islands
WA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.