Rothschild Wealth LLC
Firm details
- Headquarters
- Oak Brook, Illinois
- CRD number
- 162442
- Registered since
- April 16, 2012
- Website
- www.sentinus.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees
- Client types
- HNWI75.82%
- Individuals17.34%
- Corporations / Businesses4.64%
- Charitable Organizations1.21%
- Pension & Profit Sharing Plans0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rothschild Wealth LLC is an SEC-registered limited liability company that acts as a capital allocator for individual, family and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, and it also offers selection-of-other-advisers services. In addition to advisory work, Rothschild Wealth operates as a registered representative of a broker-dealer and as an insurance broker, and it charges clients through a variety of fee arrangements (percentage of AUM, hourly, fixed fees, commissions and performance-based fees). The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Investment Grade Corp Bonds5%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 3
Curtis Ellergodt
Chief Financial Officer and PartnerCRD 6012133
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Thomas Obrien
Chief Growth OfficerCRD 5230392
Contacts
3 of 25
Tyler Qualio
Managing Director and PartnerCRD 4397725
Stephen Mccormick
Wealth AnalystCRD 7631722
John Mcgrath
Director of OperationsCRD 6321010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 285Active vs passive
$1B in ETFs
71%
$748M
23%
$299M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $59.2M | 79,106 | 5.66% |
Location
Oak Brook, IL
Du Page
Location
Oak Brook, IL
Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 700 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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