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| Mowery & Schoenfeld Wealth Management LLC
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|---|---|
| CRD # | 118366 |
| SEC # | 801-126430 |
| CIK # | 0002019946 |
| AUM | 524.4 M (2026-01-16) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Nvidia Corp | 3.3 | ||
| Alphabet Inc | 2.8 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Lilly Eli & Co | 1.4 | ||
| Caterpillar Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Texas Pacific Land Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 9.8 |
| (b) Individuals (high net worth individuals) | 138 | 513.2 |
| (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 | 0.8 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 524.4 |
| By Discretionary | ||
| Discretionary | 798 | 524.2 |
| Non-Discretionary | 1 | 0.2 |
| Total | 799 | 524.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 523.5 | |
| Total | 799 | 524.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002019946] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Pathway Financial Advisers LLC
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Conifer Investments Ltd
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|
DLK Investment Management
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|
Convergence Investment Partners LLC
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|
Financial Gravity Asset Management Inc
✚
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