Schonfeld Wealth Management, LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 342323
- Registered since
- May 21, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Schonfeld Wealth Management, LLC is a recently formed limited liability company that registered with the SEC in 2026 and is organized under individual ownership. The firm presents itself as a capital allocator and offers a mix of advisory services aimed at private clients and small businesses. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements listed are a percentage of assets under management and hourly charges. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Contacts
3 of 3Bernard Schonfeld
Financial AdvisorCRD 5123118
Pearl Schonfeld
CRD 8290787

Shmuel Beckerman
Financial AdvisorCRD 7516145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
Kings
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Kings
- Address
- 1063 63rd St
- Time zone
- ET (UTC-5)
- Office locations
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