CRD: 118366
Mowery & Schoenfeld Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-1999
- Office Locations
- 2
Office Locations
About Mowery & Schoenfeld Wealth Management, LLC
Mowery & Schoenfeld Wealth Management is an Illinois-based RIA providing wealth management, financial planning, family office, and tax services. The team emphasizes integrated tax, retirement, and estate planning with multi-generational relationships, using tailored asset-allocation portfolios that often employ ETFs and fixed income. Operates across retail and institutional channels and supports custodians such as Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFERY LYNN MOWERY
Managing Member, Partner
- CRD
- #4494731
- Ownership
- 25% but less than 50%
KEITH ANTHONY SCHOENFELD
Chief Compliance Officer, Manager, Partner
- CRD
- #4494732
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
ANDREW J HOOLEY
--
- CRD
- #6386893
Krassimira Marinkova
Director
- CRD
- #7459896
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,200,899 | $656,893 |
| Non-Discretionary | $202,215 | $202,215 |
| Total | $524,403,114 | $656,324 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing