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MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
CRD 118366 · SEC 801-126430
475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069, United States
Phone
847-247-8959
Fax
847-883-8704
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$524.4M
Discretionary AUM
$524.2M
Team
10 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $9.8M |
| High net worth individuals | 138 | $513.2M |
States served
CA, IL, LA, NY, NC, SC, NH, FL
All web addresses on file
- https://www.linkedin.com/in/krassimira-marinkova-a087ba25/
- https://www.linkedin.com/in/jeff-mowery/
- https://www.linkedin.com/in/kristy-mccullough-2a444117/
- https://www.msllcwealth.com
- https://www.linkedin.com/in/keith-schoenfeld-15725b/
- https://www.linkedin.com/in/michael-deering-896986a/
- https://www.linkedin.com/in/andrew-hooley-cfa-cfp%C2%AE-99165287/
Official SEC filing: View on IAPD