# Rothschild Wealth LLC

Rothschild Wealth LLC is a SEC-Registered Investment Adviser based in Oakbrook, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Oakbrook, United States
- **Region:** North America
- **Address:** Oakbrook, IL, United States
- **Assets under management:** $1.7B regulatory AUM (Form ADV, June 2026)
- **Website:** rothschildwealth.com

## Regulatory record

- **CRD number:** 162442
- **SEC file number:** 801-74818
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-06-16
- **Reports private funds:** Yes

## About

Rothschild Wealth LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 162442, SEC file 801-74818), with its main office in Oakbrook, Illinois. Its Form ADV filed on 16 June 2026 reports $1.7B in regulatory assets under management across 3,656 accounts. The firm reports that it advises one or more private funds.

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Updated: 2026-10-14T19:21:12.885Z

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