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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MEMBER | C | Control |
| MOWERY, JEFFERY, LYNN | I | MANAGING MEMBER, CEO | C | Control |
| MOWERY, JEFFERY, LYNN | I | MANAGING MEMBER, CEO | C | Control |
| MOWERY, JEFFERY, LYNN | I | MANAGING MEMBER, CEO | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MANAGER, CFO, CCO | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MANAGER, CFO, CCO | C | Control |
| SCHOENFELD, KEITH, ANTHONY | I | MANAGER, CFO, CCO | C | Control |
| DEERING, MICHAEL, ANTHONY | I | MANAGER, IAR | B | Control |
| DEERING, MICHAEL, ANTHONY | I | MANAGER, IAR | B | Control |
| DEERING, MICHAEL, ANTHONY | I | MANAGER, IAR | B | Control |
| McCullough, KRISTEN, MICHELE | I | MANAGING DIRECTOR OF WEALTH MANAGEMENT | A | |
| McCullough, KRISTEN, MICHELE | I | MANAGING DIRECTOR OF WEALTH MANAGEMENT | A | |
| McCullough, KRISTEN, MICHELE | I | MANAGING DIRECTOR OF WEALTH MANAGEMENT | A |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (6)
CA FL IL LA NH NY
Address
475 HALF DAY ROADSUITE 500
LINCOLNSHIRE, IL 60069
United States
Phone: 847-247-8959