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Building 2MONON WEALTH MANAGEMENT

Map pinCARMEL, IN
Phone(317) 993-3999
NotebookSEC #801-114130
Total AUM
$546.8M
Employees
10
Clients
519

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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