# Mowery & Schoenfeld Wealth Management, LLC

> Mowery & Schoenfeld Wealth Management, LLC is an SEC-registered investment advisory firm in Lincolnshire, IL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 118366
- Filed as: MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincolnshire, IL
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118366
- AdvisorCensus page: https://advisorcensus.com/firm/mowery-and-schoenfeld-wealth-management-llc-lincolnshire-il-118366

## Quick answers

**How is Mowery & Schoenfeld Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mowery & Schoenfeld Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Mowery & Schoenfeld Wealth Management, LLC located?**
Mowery & Schoenfeld Wealth Management, LLC's principal office is in Lincolnshire, IL, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Mowery & Schoenfeld Wealth Management, LLC registered with the SEC or a state?**
Mowery & Schoenfeld Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 118366.

**How much does Mowery & Schoenfeld Wealth Management, LLC manage?**
Mowery & Schoenfeld Wealth Management, LLC reports $524,403,114 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**How have Mowery & Schoenfeld Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Mowery & Schoenfeld Wealth Management, LLC: Regulatory assets under management: $120,399,030 in the October 2022 data and $524,403,114 in the October 2026 data, up 336%. Total employees: 7 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mowery & Schoenfeld Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (138); individuals (other than high net worth individuals) (42).

**Which custodians does Mowery & Schoenfeld Wealth Management, LLC use?**
Mowery & Schoenfeld Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Mowery & Schoenfeld Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118366

**Does Mowery & Schoenfeld Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 14, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Mowery & Schoenfeld Wealth Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $389,159,406 to $524,403,114 (+35%). Changed its office addresses in Chicago, IL. Registered or notice-filed in NC, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated January 14, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $524,403,114
- Discretionary: $524,200,899
- Non-discretionary: $202,215

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $9,830,987 |
| High net worth individuals | 138 | $513,193,678 |
| Charitable organizations | Fewer than 5 | $801,788 |
| Corporations or other businesses not listed above | Fewer than 5 | $576,661 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, LA, NC, NH, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Chicago, IL
- Lake Forest, IL

### Websites listed on Form ADV (Item 1.I)
- msllcwealth.com
- LinkedIn @andrew-hooley-cfa-cfp®-99165287
- LinkedIn @jeff-mowery
- LinkedIn @keith-schoenfeld-15725b
- LinkedIn @krassimira-marinkova-a087ba25
- LinkedIn @kristy-mccullough-2a444117
- LinkedIn @michael-deering-896986a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $120,399,030 | 7 | September 23, 2022 |
| October 2023 | $182,221,584 | 7 | March 17, 2023 |
| October 2024 | $286,714,983 | 7 | August 8, 2024 |
| October 2025 | $389,159,406 | 8 | February 28, 2025 |
| October 2026 | $524,403,114 | 10 | January 16, 2026 |

Regulatory assets under management: $120,399,030 in the October 2022 data and $524,403,114 in the October 2026 data, up 336%.
Total employees: 7 in October 2022 and 10 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $389,159,406 to $524,403,114 (+35%).
- Changed its office addresses in Chicago, IL.
- Registered or notice-filed in NC, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mowery & Schoenfeld Wealth Management, LLC (CRD 118366): Form ADV filing data as of October 2026.