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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rothschild Wealth LLC
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|---|---|
| CRD # | 162442 |
| SEC # | 801-74818 |
| CIK # | |
| AUM | $751.1 M (2025-04-29) |
| Employees | 22 (64% Investors, 55% Brokers) |
| Phone | 630-448-5711 |
| Address | 700 Commerce Drive Oakbrook, IL 60523 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Rothschild SWAG LLC | 2024-12-04 | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 462 | 230.7 |
| (b) Individuals (high net worth individuals) | 563 | 476.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 44.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,878 | 751.1 |
| By Discretionary | ||
| Discretionary | 2,872 | 706.8 |
| Non-Discretionary | 6 | 44.4 |
| Total | 2,878 | 751.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.1 | |
| Total | 2,878 | 751.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |
|
Liberty Capital Management Inc
✚
|
MI | 0.8 |
|
Mps-Loria Financial Planners LLC
✚
|
IL | 0.8 |
|
de Groote Financial Group LLC
✚
|
CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.8 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.7 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.7 |
|
Petra Capital Management Inc
✚
|
0.7 |