Schonfeld Wealth Management, LLC

RIASEC Registered

Total AUM

$133M

Discretionary

$133M

100% of AUM

Avg account

$323K

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: Brooklyn, New York
CRD number: 342323
Registered since: May 21, 2026
Website: schonfeldwm.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI67.09%
Corporations / Businesses23.58%
Charitable Organizations5.06%
Individuals4.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schonfeld Wealth Management, LLC is an independent registered investment adviser structured as an LLC. The firm is registered with the SEC in 2026. Ownership is individual-led and the practice serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are primarily a percentage of assets under management with the option for hourly charges. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.