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MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

LINCOLNSHIRE, IL · CRD 118366 · IAPD ↗ · 847-247-8959

$524.4MRegulatory AUM
6Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC notice-filed in NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($389.2M -> $524.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
March 2025 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC reported RAUM up 36% ($286.7M -> $389.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2025 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC now reports custody of client assets ($322.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
November 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC notice-filed in CA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC reported RAUM up 57% ($182.2M -> $286.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.