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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SCHONFELD WEALTH MANAGEMENT, LLC

CRD 342323

BROOKLYN, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a10f213-3afc-c020-e306-b2f352bcaf24

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 5, 2026 to Sep 18, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.71 fund_share=0.0 institutional_share=0.05 related_bd= related_bank= bd_reps=2.0
Regulatory AUM: $133MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $94.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $66.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 412
Individual clients: 29
High net worth clients: 97
Custody, client assets: $5.4M
SEC number: 801-136340
CRD: 342323
Filings on the tape: 3
First filed: May 5, 2026
Latest filed: Sep 18, 2026
Organised: Limited Liability Company, NY
Website: schonfeldwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Bernard Schonfeld	n/a	BROOKLYN, NY	0	19	1	yes
Shmuel Beckerman	Certified Financial Planner	BROOKLYN, NY	0	14	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKERMAN, SHMUEL	CHIEF COMPLIANCE OFFICER	Na	yes	06/2026	Jun 9, 2026	Jun 9, 2026
SCHONFELD, BERNARD	MANAGING MEMBER	E	yes	06/2026	Jun 9, 2026	Jun 9, 2026
SCHONFELD, PEARL	Member	Na	no	06/2026	Jun 9, 2026	Jun 9, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PARK AVENUE SECURITIES LLC	2	Jun 11, 2026	Jun 8, 2026	BROOKLYN, NY	Team lift out	Ibd to new firm	0.1%

Relationships

Controls (2)

← BECKERMAN, SHMUELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 9, 2026 to presentfactForm ADV
← SCHONFELD, BERNARDOwnerMANAGING MEMBER, ownership code E, individual
Jun 9, 2026 to presentfactForm ADV

Owns (1)

← SCHONFELD, PEARLOwnerMEMBER, ownership code NA, individual
Jun 9, 2026 to presentfactForm ADV

Registered with (2)

← Bernard SchonfeldAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Shmuel BeckermanAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV

Moved with (1)

← PARK AVENUE SECURITIES LLCRegistered adviser2 advisors, team lift out
Jun 11, 2026 to Jun 8, 2026factForm ADV

Dated events

Occurred
Jun 11, 2026
Team lift-out
2 advisors left Park Avenue Securities LLC (Brooklyn, NY) for Schonfeld Wealth Management, LLC within 4 days
Form ADVobserved 5 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a10f213-3afc-c020-e306-b2f352bcaf24
First observed: May 5, 2026
Last observed: Sep 18, 2026 2 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCHONFELD WEALTH MANAGEMENT, LLC

CRD 342323

BROOKLYN, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a10f213-3afc-c020-e306-b2f352bcaf24

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Bernard Schonfeld

n/a

BROOKLYN, NY

yes

Shmuel Beckerman

Certified Financial Planner

BROOKLYN, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKERMAN, SHMUEL

CHIEF COMPLIANCE OFFICER

yes

06/2026

Jun 9, 2026

SCHONFELD, BERNARD

MANAGING MEMBER

yes

06/2026

Jun 9, 2026

SCHONFELD, PEARL

Member

06/2026

Jun 9, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PARK AVENUE SECURITIES LLC

Jun 11, 2026

Jun 8, 2026

BROOKLYN, NY

Team lift out

Ibd to new firm

0.1%