Moneta Group Investment Advisors, LLC

CRD 104727 · St. Louis, MO · $50.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 104727
SEC number: 801-34723
Firm type: RIA
Assets under management: $50.5B as of Mar 31, 2026
Website: www.facebook.com/MonetaGroup ↗
Phone: 314-726-2300
Address: 190 Carondelet Plaza, St. Louis, MO, 63105

Advisors at this firm

211 in our index · page 5 of 5

Kenneth Jake WinegradCRD 5898725 · St. Louis, MO

IA Registered
Farah L WinklerCRD 4801978 · St. Louis, MO

IA Registered
Jeffrey Travis WistCRD 6020873 · St. Louis, MO

IA Registered
Derek M WagnerCRD 6486567 · St. Louis, MO

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Clayton WarnerCRD 7000596 · St. Louis, MO

IA Registered
Jordan WarnersCRD 7253707 · Chicago, IL

IA RegisteredRegistration inactive
Nicholas Edwin WarrenCRD 7115661 · St. Louis, MO

IA Registered
Joseph Duffy WestCRD 6706054 · Cincinnati, OH

IA Registered
Tiffany WhitneyCRD 7936750 · St. Louis, MO

IA Registered
Derek A WiltonCRD 6620437 · St. Louis, MO

IA Registered
Kyle WrightCRD 7976260 · St. Louis, MO

IA Registered

Source & corrections

Where this page comes from

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