| Entity Name: | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 22 Jul 1998 |
| Company Number: | LLC_00208752 |
| File Number: | 00208752 |
| Type of Management: | Manager Managed |
| Date Status Change: | 16 Jul 2024 |
| Expiration Date: | 31 Dec 2039 |
| Address | 475 HALF DAY RD, STE 500, LINCOLNSHIRE, 60069, IL |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019946 | 475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069 | 475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069 | 847-247-8959 | |||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-24151 |
| Filing date | 2024-10-23 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-14
| Form type | 13F-HR |
| File number | 028-24151 |
| Filing date | 2024-08-14 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-14
| Form type | 13F-HR |
| File number | 028-24151 |
| Filing date | 2024-05-14 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-05-14
| Form type | 13F-HR |
| File number | 028-24151 |
| Filing date | 2024-05-14 |
| Reporting date | 2023-12-31 |
| File | View File |
| Name and Address | Role | Appointment Date |
|---|---|---|
| KEITH A SCHOENFELD, 475 HALF DAY RD, STE 500, LINCOLNSHIRE, 60069, LAKE | Agent | 2019-06-03 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| SCHOENFELD, KEITH A, 475 HALF DAY RD, STE 500, LINCOLNSHIRE, IL, 60069 | Manager | 2024-07-16 |
| MOWERY, JEFFERY L, 475 HALF DAY RD, STE 500, LINCOLNSHIRE, IL, 60069 | Manager | 2024-07-16 |
| Name | Change Date |
|---|---|
| EVEREST FINANCIAL SERVICES, LLC | 2011-11-04 |
Date of last update: 27 Jan 2025
