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ROTHSCHILD WEALTH LLC
CRD 162442 · SEC 801-74818
700 COMMERCE DRIVE, SUITE 170, OAKBROOK, IL, 60523, United States
Phone
630-448-5711
Fax
630-448-5758
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.70B
Discretionary AUM
$1.69B
Team
27 total employees; 23 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1955 | $294.4M |
| High net worth individuals | 1614 | $1.29B |
| Pooled investment vehicles | 1 | $1.8M |
| Pension/profit sharing plans | 11 | $15.0M |
| Charitable organizations | 22 | $20.5M |
| Corporations/business entities | 53 | $78.7M |
States served
AZ, CA, CO, IL, IN, MI, MN, NE, NJ, NY, NC, PA, TN, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD