A complete list of active advisors currently associated with Schonfeld Wealth Management, LLC

Warmer can help you find a great advisor at Schonfeld Wealth Management, LLC or one who fits your needs even better.

Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to businesses, employee benefit plans, and other institutional or business clients. The firm also delivers services through third‑party platforms, notably Betterment Advisor Solutions (including 401(k) plan administration via Betterment at Work and B4B) and the AssetMark platform, and can construct custom portfolios on those platforms. Investment implementation typically combines diversified allocations across mutual funds, ETFs, individual securities, REITs, bonds and covered options, and the firm may allocate portions of client assets to Independent Managers. Schonfeld monitors portfolios on an ongoing basis, uses automated rebalancing and tax‑aware features available through its platform partners, and employs both long‑term buy‑and‑hold and shorter‑term trading strategies as appropriate. Noteworthy for a two‑advisor firm managing roughly $132.9 million in discretionary assets is the clear operational emphasis on retirement plan and plan‑level services (including delegated 3(16) administrative support and use of Inspira Financial Trust for plan trustee services) rather than a primary focus on retail individual or high‑net‑worth households. The combination of wrap‑fee platform usage (Betterment and AssetMark), plan administration capabilities, and the ability to offer advisor‑designed custom portfolios distinguishes its service mix from many peers.

To learn more about the advisors currently working at Schonfeld Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.