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Ethan Christopher Rowe

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningEducation Planning
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
Minimum Annual Fee:$1,000
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Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Monere Investments, INC.Broker
October 2025 - Present · 4 mos
Monere Wealth Management, INC.
October 2025 - Present · 4 mos
Previous Registrations
Summit Global Investments, LLC
January 2025 - September 2025 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2023 - February 2024 · 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ethan Christopher Rowe - Financial Advisor | TrueAdvisor