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Total assets under management (AUM) of wealth management firm Moneta Group in the United States from 2016 to 2024 (billion U.S. dollars)

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Sources

Release date

September 2025

Region

United States

Survey time period

2016 to 2024

Supplementary notes

The release date is the date of creation.

Statistic was compiled from multiple sources, including the firm's ADV 1 filing.

Figures represent total regulatory assets under management and are rounded.

Citation formats

Total AUM of wealth management firm Moneta Group in the U.S. 2016-2024

Published by K. Scholle, Sep 18, 2025

From 2016 through 2021, total assets under management (AUM) increased from approximately **** billion U.S. dollars to **** billion dollars. Total AUM had a slight decrease in 2022, falling by roughly *** billion U.S. dollars before increasing to **** billion U.S. dollars as of 2024.

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