Falists
← Back to search

SCHONFELD WEALTH MANAGEMENT, LLC

CRD 342323 · SEC 801-136340

Visit website

1063 63RD STREET, 9TH FLOOR, SUITE 9400, BROOKLYN, NY, 11219, United States

Phone

718-963-9700

Fax

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

States served

CA, NJ, NY, TX

All web addresses on file

Official SEC filing: View on IAPD