Schonfeld Wealth Management, LLC
● SEC registered since 2026CRD 342323SEC# 801-136340Brooklyn, NY
Reg. AUM
$132.9M
Employees
4
Accounts
412
Location
Brooklyn, NY
About Schonfeld Wealth Management
Schonfeld Wealth Management offers customized, objective investment management informed by market research and risk management. It builds tailored portfolios for higher-earning individuals seeking straightforward solutions to complex finances.
Summary based on the firm’s website.
Schonfeld Wealth Management, LLC assets under management
Schonfeld Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Brooklyn, NY. The firm has been registered since 2026. It reports $132.9 million in regulatory assets under management and employs 4 people.
Schonfeld Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Schonfeld Control | Managing Member | Over 75% | 2026 |
| Pearl Schonfeld | Member | Under 5% | 2026 |
| Shmuel Beckerman Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Schonfeld Wealth Management, LLC manage?
Schonfeld Wealth Management, LLC reports $132.9 million in regulatory assets under management on its Form ADV.
How many employees does Schonfeld Wealth Management, LLC have?
Schonfeld Wealth Management, LLC reports 4 employees.
Where is Schonfeld Wealth Management, LLC located?
Schonfeld Wealth Management, LLC is based in Brooklyn, NY and has been SEC-registered since 2026.
Does Schonfeld Wealth Management, LLC disclose fund performance?
Schonfeld 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 | 1063 63rd Street, 9th Floor, Suite 9400, Brooklyn, NY 11219 |
| Phone | 718-963-9700 |
| Office hours | 9:00 - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.9MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$132.9Mregulatory AUM
Discretionary $132.9M