Rothschild Wealth LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$464K

Accounts

3,656

Employees

Advisory reps

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

FINTRX

Overview

Rothschild Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm acts as a capital allocator for individual, family and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals/small businesses and for institutions, and selection of other advisers. Its business activities also include being a registered representative of a broker‑dealer and operating as an insurance broker. Fee arrangements are varied: percentage of AUM, hourly and fixed fees, commissions, and performance‑based fees. The firm does not report active ESG investing.