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| Rothschild Wealth LLC
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|---|---|
| CRD # | 162442 |
| SEC # | 801-74818 |
| CIK # | 0001811345 |
| AUM | 1,697.5 M (2026-06-16) |
| Employees | 27 (85% Investors, 59% Brokers) |
| Phone | 630-448-5711 |
| Address | 700 Commerce Drive Oakbrook, IL 60523 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Rothschild Madison LLC | 2026-03-30 | 13.1 M | |
| VC | Rothschild SWAG LLC | 2024-12-04 | 1.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,955 | 294.4 |
| (b) Individuals (high net worth individuals) | 1,614 | 1,287.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.8 |
| (g) Pension and profit sharing plans | 11 | 15.0 |
| (h) Charitable organizations | 22 | 20.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 78.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,656 | 1,697.5 |
| By Discretionary | ||
| Discretionary | 3,652 | 1,691.3 |
| Non-Discretionary | 4 | 6.2 |
| Total | 3,656 | 1,697.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 1,695.8 | |
| Total | 3,656 | 1,697.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811345] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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