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 investment adviser and capital allocator that serves both individual/family clients and institutional accounts. The firm operates as a limited liability company and combines advisory work with broker-dealer and insurance brokerage activities, functioning in part through registered representatives. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Fee arrangements are mixed across percentage-of-AUM, hourly and fixed fees, commissions, and performance-based structures. Rothschild Wealth 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 3CURTIS ELLERGODT
Chief Operating OfficerCRD 6012133
MICHAEL CORBETT
CEO & Portfolio ManagerCRD 2874844
THOMAS OBRIEN
Chief Growth OfficerCRD 5230392
Contacts
3 of 24TYLER QUALIO
Managing Director and PartnerCRD 4397725
STEPHEN MCCORMICK
Wealth AnalystCRD 7631722
JOHN MCGRATH
Financial AnalystCRD 6321010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 264Active vs passive
$937M in ETFs
73%
$687M
23%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $33.4M | 421,814 | 3.57% |
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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