Rothschild Wealth LLC

RIASEC RegisteredEst. 2012

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 SEC-registered wealth manager organized as an LLC that combines advisory services with broker-dealer and insurance-broker activity. The firm serves both individual and family clients as well as institutional accounts and offers a range of advisory capabilities: financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and advising on or selecting other managers. Its fee model is flexible and includes percentage-of-AUM fees, hourly and fixed fees, commissions, and performance-based arrangements. The firm is active as a capital allocator and uses third-party fund managers across several alternative strategies. It does not position itself as an ESG investor and is not registered as a multi-state adviser.