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ROTHSCHILD WEALTH LLC

SEC Form ADV profile.

Total regulatory AUM
$1,697,509,307
Discretionary
$1,691,283,127
Non-discretionary
$6,226,180

Firm details

CRD number
162442
SEC file number
801-74818
Main office
OAKBROOK, IL, United States
Employees
27
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions Performance-based

As of October 2026.