MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LINCOLNSHIRE, Illinois
- CRD number
- 118366
- Registered since
- August 23, 2022
- Website
- www.msllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI97.86%
- Individuals1.87%
- Charitable Organizations0.15%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mowery & Schoenfeld Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2022. The firm serves individual and family clients and operates as a capital allocator, blending advisory and brokerage fee models (percentage of AUM plus commissions). Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not identify as an ESG investor and appears to be run by an individual owner with an industry affiliation to accounting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities23%
- State & Local Bonds17%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
3 of 6ANDREW HOOLEY
Wealth AdvisorCRD 6386893
KEITH SCHOENFELD
FounderCRD 4494732
JEFFERY MOWERY
Managing PartnerCRD 4494731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$28.6M in ETFs
73%
$21M
15%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $5M | 105,527 | 17.55% |
Location
LINCOLNSHIRE, IL
LAKE
Location
LINCOLNSHIRE, IL
Headquartered in LINCOLNSHIRE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 475 Half Day Rd
- Time zone
- CT (UTC-6)
- Office locations
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