MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
CRD #118366 SEC #801-126430 LINCOLNSHIRE, IL 847-247-8959
SEC Registered
Total AUM
$389.2M
Discretionary
$389M
Employees
8
Clients
101
Accounts
721
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $389.2M | $389M | $197.9K | 8 | 0 |
| Feb 2025 | $389.2M | $389M | $197.9K | 8 | 0 |
| Feb 2025 | $389.2M | $389M | $197.9K | 8 | 0 |
| Oct 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Aug 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Jul 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Apr 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Mar 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Mar 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Mar 2024 | $286.7M | $286.7M | $0 | 7 | 0 |
| Jan 2024 | $182.2M | $182.2M | $0 | 7 | 0 |
| Mar 2023 | $182.2M | $182.2M | $0 | 7 | 0 |
| Mar 2023 | $182.2M | $182.2M | $0 | 7 | 0 |
| Jan 2023 | $120.4M | $120.4M | $0 | 7 | 0 |
| Sep 2022 | $120.4M | $120.4M | $0 | 7 | 0 |
| Jul 2022 | $120.4M | $120.4M | $0 | 7 | 0 |
| Jul 2022 | $120.4M | $120.4M | $0 | 7 | 0 |
DateDec 2025
Total AUM$389.2M
Discretionary$389M
Non-Disc.$197.9K
Employees8
Clients0
DateFeb 2025
Total AUM$389.2M
Discretionary$389M
Non-Disc.$197.9K
Employees8
Clients0
DateFeb 2025
Total AUM$389.2M
Discretionary$389M
Non-Disc.$197.9K
Employees8
Clients0
DateOct 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$286.7M
Discretionary$286.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees7
Clients0