# MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC of LINCOLNSHIRE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 118366
- Type: SEC-registered investment adviser
- SEC file number: 801-126430
- Location: 475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069
- Phone: 847-247-8959
- Latest filing: 2026-01-16
- Regulatory AUM: $524.4M
- Discretionary AUM: $524.2M
- Non-discretionary AUM: $202K
- Clients: 10
- Accounts: 799

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jeffery Lynn Mowery | MANAGING MEMBER; MANAGING MEMBER, CEO | — |
| Keith Anthony Schoenfeld | MANAGER, CCO; MANAGER, CFO, CCO | — |
| Michael Anthony Deering | MANAGER, IAR | — |
| Kristen Michele Mccullough | MANAGING DIRECTOR OF WEALTH MANAGEMENT | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MOWERY JEFFERY LYNN | MEMBER | — |
| SCHOENFELD KEITH ANTHONY | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DEERING MICHAEL ANTHONY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118366/similar
- Related entities: https://search.stillhousedata.com/firm/118366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118366

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.