RIA Intel›Advisers›Illinois›ROTHSCHILD WEALTH LLC

ROTHSCHILD WEALTH LLC

Advisory

N·OAKBROOK, IL

Data as of Jan 7, 2026 · Source: SEC Form ADV

Total AUM

$751M

1-Year AUM Growth

+22.0%

3-Year CAGR

+6.5%

Employees

14

Assets Under Management

Total AUM$751M

Discretionary AUM$707M

Non-Discretionary AUM$44M

Discretionary %94.1%

Total Clients1,031

Team

Total Employees14

Investment Advisers22

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record55

First FilingMar 22, 2012

Latest FilingJan 7, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ROTHSCHILD WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.