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| Mowery & Schoenfeld Wealth Management LLC
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|---|---|
| CRD # | 118366 |
| SEC # | 801-126430 |
| CIK # | 0002019946 |
| AUM | $524.4 M (2026-01-16) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 847-247-8959 |
| Address | 475 Half Day Road Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002019946 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Nvidia Corp | 3.3 | ||
| Alphabet Inc | 2.8 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Lilly Eli & Co | 1.4 | ||
| Caterpillar Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Texas Pacific Land Corp | 0.7 | ||
| AbbVie Inc | 0.6 | ||
| Visa Inc | 0.6 | ||
| Oracle Corp | 0.6 | ||
| BlackRock Inc | 0.5 | ||
| Bank of America Corp /DE/ | 0.5 | ||
| Tesla Motors Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
West Oak Capital LLC
✚
|
ID | 0.5 |
|
Bostonpremier Wealth LLC
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|
MA | 0.5 |
|
5th Street Advisors LLC
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CT | 0.5 |
|
Essential Planning LLC
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NH | 0.5 |
|
Denver PWM LLC
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|
CO | 0.5 |
|
Pathway Financial Advisers LLC
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|
IN | 0.5 |
|
Conifer Investments Ltd
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|
CT | 0.5 |
|
DLK Investment Management
✚
|
CA | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |
|
Financial Gravity Asset Management Inc
✚
|
TX | 0.5 |