SEC Form ADV · CIK 2019946

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Firm profile: Mowery & Schoenfeld Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$524.4M

Assets Under Management

799

Total Clients

Employees

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Registration Details

CIK: 2019946
Accession: CRD-118366
Location: LINCOLNSHIRE, IL
Filing Date: January 16, 2026
AUM: $524.4M
Total Clients: 799
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in LINCOLNSHIRE, IL, managing approximately $524.4M in assets across 799 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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