Mowery & Schoenfeld Wealth Management, LLC
● SEC registered since 2022CRD 118366SEC# 801-126430Lincolnshire, IL
Reg. AUM
$524.4M
Employees
10
Accounts
799
Location
Lincolnshire, IL
Mowery & Schoenfeld Wealth Management, LLC assets under management
Mowery & Schoenfeld Wealth Management, LLC operates as an SEC-registered investment adviser based in Lincolnshire, IL. The firm has been registered since 2022. It reports $524.4 million in regulatory assets under management and employs 10 people.
Mowery & Schoenfeld Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Lynn Mowery Control | Managing Member | 25-50% | 1998 |
| Keith Anthony Schoenfeld Control | Manager, Cco | 25-50% | 1998 |
| Kristen Michele McCullough | Managing Director Of Wealth Management | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Mowery & Schoenfeld Wealth Management, LLC manage?
Mowery & Schoenfeld Wealth Management, LLC reports $524.4 million in regulatory assets under management on its Form ADV.
How many employees does Mowery & Schoenfeld Wealth Management, LLC have?
Mowery & Schoenfeld Wealth Management, LLC reports 10 employees.
Where is Mowery & Schoenfeld Wealth Management, LLC located?
Mowery & Schoenfeld Wealth Management, LLC is based in Lincolnshire, IL and has been SEC-registered since 2022.
Does Mowery & Schoenfeld Wealth Management, LLC disclose fund performance?
Mowery & Schoenfeld Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Half Day Road, Suite 500, Lincolnshire, IL 60069 |
| Phone | 847-247-8959 |
| Fax | 847-883-8704 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2019946 |
| Discloses disciplinary history | No |
Regulatory AUM
$524.4M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$524.4Mregulatory AUM
Discretionary $524.2MNon-discretionary $202K