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, owner-operated RIA that registered with the SEC in 2022. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, combining fee-based percentage-of-AUM billing with some commission-based business. The firm is not positioned as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$47.3M in ETFs
69%
$32.6M
12%
$14.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $8.5M | 156,731 | 18.03% |
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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