Data / Investment advisers / New York / Schonfeld Wealth Management, LLC
Schonfeld Wealth Management, LLC, Brooklyn, NY: $133 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Schonfeld Wealth Management, LLC is an SEC registered investment adviser with its main office in Brooklyn, New York and reports $133 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 342323
- SEC file number
- 801-136340
- SEC status
- Approved, effective May 21, 2026
- Main office
- 1063 63rd Street, 9th Floor Suite 9400, Brooklyn, NY 11219
- Phone
- (718) 963-9700
- Website
- schonfeldwm.com
- Regulatory AUM
- $132,887,325 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $132,887,325
- Accounts
- 412
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $89.1 million |
| Corporations or other businesses | 12 | $31.3 million |
| Charitable organizations | 4 | $6.7 million |
| Individuals (other than high net worth individuals) | 29 | $5.7 million |
| Pension and profit sharing plans | 17 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $132.9 million | September 25, 2026 |
| June 1, 2026 | Not listed | May 5, 2026 |
Other advisers in Brooklyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| General Equity Holdings LP | Brooklyn | $310.4 million | 3 | adviserinfo.sec.gov |
| Strobe Ventures | Brooklyn | $245.2 million | 3 | adviserinfo.sec.gov |
| Bandera Partners | Brooklyn | $244.1 million | 1 | adviserinfo.sec.gov |
| Brewster Financial Planning LLC | Brooklyn | $239.7 million | Not listed | adviserinfo.sec.gov |
| Carry Advisors LLC | Brooklyn | $180.9 million | Not listed | adviserinfo.sec.gov |
| Minko Wealth | Brooklyn | $119.1 million | Not listed | adviserinfo.sec.gov |
| Walnut Investment Services LLC | Brooklyn | $94 million | Not listed | adviserinfo.sec.gov |
| Thinking Big Financial | Brooklyn | $93 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brooklyn, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Schonfeld Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.