Rothschild Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook, IL. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 27 employees, 2 offices, and 3,656 accounts.
Assets Under Management
$1.7B
Employees
27
Offices
2 offices
Total Clients
3,656
Primary office
OAKBROOK, IL
700 COMMERCE DRIVE, SUITE 170, OAKBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
1,955
2
HNWI
44.1%
1,614
3
Corporations
1.4%
53
4
Charitable
0.6%
22
5
Pension Plans
0.3%
11
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary99.6%
$1.7B
100% of total RAUM99.6%
Non-discretionary0.4%
$6M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts3,656
10Y AUM Change+$1.4B (+502.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee135:1
10Y Employee Change+8 (+42.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.