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MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
CRD 118366File 801-126430
APPROVED
Retail clients
Custody
Filing as of Jan 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$524.4M
Above cohort median (national)
Discretionary AUM
$524.2M
Non-discretionary $202K
Clients
180
799 accounts
Employees
10
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 23, 2022
- Principal office
- 475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069
- Phone
- 847-247-8959
- Website
- https://www.msllcwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $524.4M
- Discretionary AUM
- $524.2M
- Non-discretionary AUM
- $202K
- Discretionary accounts
- 798
- Non-discretionary accounts
- 1
- Total accounts
- 799
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $577K |
| Charitable organizations | Fewer than 5 | $802K |
| High net worth individuals | 138 | $513.2M |
| Individuals (other than high net worth individuals) | 42 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 8 | 10 | increased by2 |
| Feb 1, 2026 | Clients | 161 | 180 | increased by19 |
| Feb 1, 2026 | AUM | $389,159,406 | $524,403,114 | increased by$135,243,708 |
| Feb 1, 2026 | Accounts | 721 | 799 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 161 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,399,030 | $389,159,406 | increased by$268,760,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 172 | 721 | increased by549 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOWERY SCHOENFELD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOWERY SCHOENFELD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.