Mowery & Schoenfeld Wealth Management, LLC
Firm details
- Headquarters
- Lincolnshire, Illinois
- CRD number
- 118366
- Registered since
- August 23, 2022
- Website
- www.msllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI97.86%
- Individuals1.87%
- Charitable Organizations0.15%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mowery & Schoenfeld Wealth Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm is owner-operated and focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It acts as a capital allocator—using third-party managers alongside its own strategies—and charges a mix of percentage-of-AUM fees and commissions. The firm does not present itself as an active ESG investor and is not listed as a multi-state adviser. It reports an industry affiliation with accounting professionals, which may reflect coordination with tax and accounting resources for client work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities23%
- State & Local Bonds17%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
3 of 6
Andrew Hooley
Wealth AdvisorCRD 6386893
Keith Schoenfeld
FounderCRD 4494732
Jeffery Mowery
Managing PartnerCRD 4494731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$32.1M in ETFs
77%
$24.8M
15%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $7M | 129,107 | 21.70% |
Location
Lincolnshire, IL
Lake
Location
Lincolnshire, IL
Headquartered in Lincolnshire, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 475 Half Day Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hedeker Wealth LLC
RIALincolnshire, IL
Dream Capital Advisors, LLC
RIALincolnshire, IL
Mosaic Fi LLC
RIALincolnshire, IL
Wealth Management Associates, Inc.
RIALincolnshire, IL
Graybill Wealth Management, Ltd.
RIAElmhurst, IL
5th Century Partners
RIAChicago, IL