DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Schonfeld Wealth Management, LLC

No RAUM reportedBrooklyn, New YorkCRD 342323SEC 801-136340websiteIAPD
Latest filing Jun 9, 2026
First filing on the tape May 5, 2026 · 2 filings
SEC status 120-day approval since May 21, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$0 as of Jun 9, 2026
May 5, 2026$0 then
HNW client RAUM$0 as of Jun 9, 2026
May 5, 2026$0 then
State-registered IARs (5.B.3)2 as of Jun 9, 2026
May 5, 20262 then
Employees (5.A)2 as of Jun 9, 2026
May 5, 20262 then
Private funds: no history
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Bernard SchonfeldBrooklyn, NyJun 8, 202619 y1
Shmuel BeckermanCertified Financial PlannerBrooklyn, NyJun 8, 202614 y1
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Shmuel Beckerman · Chief Compliance Officercontrol
        since 06/2026 · owns less than 5%
      • Bernard Schonfeld · Managing Membercontrol
        since 06/2026 · owns 75% or more
      • Pearl Schonfeld · Member
        since 06/2026 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Brooklyn, Ny · principal220
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Business name · SCWM, LLC to SCHONFELD WEALTH MANAGEMENT, LLC
        May 5, 2026 to Jun 9, 2026
      • HQ city · PORTLAND to BROOKLYN
        May 5, 2026 to Jun 9, 2026
      • HQ state · OR to NY
        May 5, 2026 to Jun 9, 2026
      • Legal name · SCWM, LLC to SCHONFELD WEALTH MANAGEMENT, LLC
        May 5, 2026 to Jun 9, 2026
      Signals
      1 dated events
      • 2 advisors left Park Avenue Securities LLC (Brooklyn, NY) for Schonfeld Wealth Management, LLC within 4 days
        Jun 11, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      info@schonfeldwm.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business phone
      718-963-9700reportedpublished by the firm, firm site, Sep 15, 2026
      Website
      SCHONFELDWM.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      718-963-9700reportedpublic record, Form ADV, Jun 9, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026