ROTHSCHILD WEALTH LLC

OAKBROOK, Illinois·2 registered advisors·CRD# 162442
SEC# 801-748180630-448-5711
01

Firm Overview

AUM
$616M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROTHSCHILD WEALTH LLC

2 registered advisors
Curtis Robert Ellergodt
OAKBROOK, Illinois
Phillip Eugene Johnson
OAKBROOK, Illinois
05

Office Locations

OAKBROOK, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. ROTHSCHILD WEALTH LLC (CRD# 162442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.