Schonfeld Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
Brooklynn, New York
CRD number
342323
Registered since
May 21, 2026
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schonfeld Wealth Management, LLC is a recently formed limited liability company that registered with the SEC in 2026 and is organized under individual ownership. The firm presents itself as a capital allocator and offers a mix of advisory services aimed at private clients and small businesses. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements listed are a percentage of assets under management and hourly charges. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Bernard Schonfeld

    Bernard Schonfeld

    Financial AdvisorCRD 5123118

  • Pearl Schonfeld

    CRD 8290787

  • Shmuel Beckerman

    Shmuel Beckerman

    Financial AdvisorCRD 7516145

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brooklynn, NY

Kings

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Kings
Address
1063 63rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth