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| Mowery & Schoenfeld Wealth Management LLC
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|---|---|
| CRD # | 118366 |
| SEC # | 801-126430 |
| CIK # | 0002019946 |
| AUM | $389.2 M (2025-02-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 847-247-8959 |
| Address | 475 Half Day Road Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 15.1 | ||
| Apple Inc | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.6 | ||
| Alphabet Inc | 1.9 | ||
| Lilly Eli & Co | 1.2 | ||
| VISA Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Oracle Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 9.0 |
| (b) Individuals (high net worth individuals) | 116 | 378.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 389.2 |
| By Discretionary | ||
| Discretionary | 720 | 389.0 |
| Non-Discretionary | 1 | 0.2 |
| Total | 721 | 389.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.2 | |
| Total | 721 | 389.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002019946] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spielberger & Brooks Inc
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|
NY | 0.4 |
|
South Lakeview LLC
✚
|
0.4 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.4 |
|
United Brokerage Services Inc
✚
|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |
|
Timonier Family Office Ltd
✚
|
NC | 0.4 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |