Mowery & Schoenfeld Wealth Management, LLC
Mowery & Schoenfeld Wealth Management, LLC is an SEC-registered wealth manager in Lincolnshire, IL with $524.4M assets under management (AUM, regulatory AUM), +83% over one year. See who owns Mowery & Schoenfeld Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118366, SEC 801-126430, data through 2026-01-16.
- AUM (assets under management / regulatory AUM)
- $524.4M (2026-01-16)
- Firm type
- Wealth Manager
- Location
- Lincolnshire, IL
- Employees
- 10
- Clients
- 180
- CRD
- 118366
- Ownership
- MOWERY, JEFFERY, LYNN; SCHOENFELD, KEITH, ANTHONY; DEERING, MICHAEL, ANTHONY; SADZEWICZ, GERY, JOSEPH; McCullough, KRISTEN, MICHELE
How much AUM does Mowery & Schoenfeld Wealth Management, LLC have?
Mowery & Schoenfeld Wealth Management, LLC reported $524.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-16).
Who owns Mowery & Schoenfeld Wealth Management, LLC?
Disclosed owners and executives of Mowery & Schoenfeld Wealth Management, LLC include MOWERY, JEFFERY, LYNN, SCHOENFELD, KEITH, ANTHONY, DEERING, MICHAEL, ANTHONY, SADZEWICZ, GERY, JOSEPH, McCullough, KRISTEN, MICHELE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.