LINCOLNSHIRE, ILCRD 118366Latest ADV January 16, 2026
Mowery & Schoenfeld Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincolnshire, IL. Its latest Form ADV filing, dated January 16, 2026, reports $524M in regulatory assets under management, 10 employees, 2 offices, and 799 accounts.
Assets Under Management
$524M
Employees
10
Offices
2 offices
Total Clients
180
Primary office
LINCOLNSHIRE, IL
475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.7% of total clients.
Top client categories% of clientsClients
1
HNWI
76.7%
138
2
Individuals
23.3%
42
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of January 16, 2026
Discretionary100.0%
$524M
100% of total RAUM100.0%
Non-discretionary0.0%
$202K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$524M
Total Accounts799
10Y AUM Change+$404M (+335.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee18:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.