Rothschild Wealth LLC
Oakbrook, IL·SEC-registered · CRD #162442
Rothschild Wealth LLC is an SEC-registered investment advisory firm in Oakbrook, IL managing $1.7B across 3.7k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
3.7k
Advisory staff
23
Fee model
Fee-based
How Rothschild Wealth LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL ROTHSCHILD WEALTH LLC
See how Rothschild compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Rothschild Wealth LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Rothschild Wealth LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Rothschild Wealth LLC
How much does Rothschild Wealth LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Rothschild Wealth LLC reports $1.7B in regulatory assets under management across roughly 3.7k client accounts.
How does Rothschild Wealth LLC charge?
Rothschild Wealth LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rothschild Wealth LLC a fiduciary?
Yes. Rothschild Wealth LLC is registered with the U.S. Securities and Exchange Commission (CRD #162442), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rothschild Wealth LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rothschild Wealth LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Oakbrook, IL
Profile compiled from Rothschild Wealth LLC's public SEC Form ADV filing (CRD #162442, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rothschild Wealth LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rothschild Wealth LLC? Claim this profile.