| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Lynn Mowery Control | Managing Member, Ceo | 25-50% | 1998 |
| Keith Anthony Schoenfeld Control | Manager, Cfo, Cco | 25-50% | 1998 |
| Kristen Michele McCullough | Managing Director Of Wealth Management | 5-10% | 2022 |
Mowery & Schoenfeld Wealth Management, LLC reports $389.2 million in regulatory assets under management on its Form ADV.
Mowery & Schoenfeld Wealth Management, LLC reports 8 employees.
Mowery & Schoenfeld Wealth Management, LLC is based in Lincolnshire, IL and has been SEC-registered since 2022.
Mowery & Schoenfeld Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 475 Half Day Road, Suite 500, Lincolnshire, IL 60069 |
| Phone | 847-247-8959 |
| Fax | 847-883-8704 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2019946 |
| Discloses disciplinary history | No |
| Discretionary | $389M |
| Non-discretionary | $198K |
| Total (RAUM) | $389.2M |