MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$524,403,114
Discretionary
$524,200,899
Non-discretionary
$202,215
Firm details
- CRD number
- 118366
- SEC file number
- 801-126430
- Main office
- LINCOLNSHIRE, IL, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Commissions
As of October 2026.