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ROTHSCHILD WEALTH LLC
CRD 162442File 801-74818
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$1.69B
Non-discretionary $6.2M
Clients
3,656
3,656 accounts
Employees
27
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 16, 2012
- Principal office
- 700 COMMERCE DRIVE, SUITE 170, OAKBROOK, IL, 60523
- Phone
- 630-448-5711
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.70B
- Discretionary AUM
- $1.69B
- Non-discretionary AUM
- $6.2M
- Discretionary accounts
- 3,652
- Non-discretionary accounts
- 4
- Total accounts
- 3,656
- AUM per client
- $464K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 53 | $78.7M |
| Charitable organizations | 22 | $20.5M |
| High net worth individuals | 1,614 | $1.29B |
| Pooled investment vehicles | 1 | $1.8M |
| Pension and profit sharing plans | 11 | $15.0M |
| Individuals (other than high net worth individuals) | 1,955 | $294.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.