MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

475 Half Day Road
Suite 500
Lincolnshire, Illinois 60069
Tel: 847-247-8959

About MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC, formally registered with the SEC as MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC. The firm was established in 08/23/2022. They have over 3 offices throughout the country.

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC is a Lincolnshire, Illinois based Financial Planning firm with nearly $389,159,406 assets under management, offering retirement planning & investment advisory services to 721 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118366
SEC#	801-126430
Assets Managed by Firm	$389,159,406
No. of Clients	721
No. of Advisors	8

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	721	$389,159,406
Individuals (other than high net worth individuals)	45	$9,017,809
High net worth individuals	116	$378,716,727
Charitable organizations	Fewer than 5 clients	$894,566
Corporations or other businesses	Fewer than 5 clients	$530,304

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