ROTHSCHILD WEALTH LLC
CRD #162442 SEC #801-74818 OAKBROOK, IL 630-448-5711
SEC Registered Private Funds
Total AUM
$751.1M
Discretionary
$706.8M
Employees
22
Clients
101
Accounts
2,878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Oct 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Sep 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Aug 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Aug 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Aug 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Aug 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Aug 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Apr 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Mar 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Mar 2025 | $751.1M | $706.8M | $44.4M | 22 | 0 |
| Dec 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Dec 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Oct 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Aug 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Jul 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Mar 2024 | $615.6M | $615.6M | $0 | 17 | 0 |
| Aug 2023 | $605.9M | $535.9M | $70.1M | 35 | 0 |
| Aug 2023 | $605.9M | $535.9M | $70.1M | 35 | 0 |
| Aug 2023 | $605.9M | $535.9M | $70.1M | 35 | 0 |
| Apr 2023 | $605.9M | $535.9M | $70.1M | 35 | 0 |
| Mar 2023 | $605.9M | $535.9M | $70.1M | 35 | 0 |
| Feb 2023 | $621.6M | $549.3M | $72.4M | 22 | 0 |
| Jun 2022 | $621.6M | $549.3M | $72.4M | 22 | 0 |
| Mar 2022 | $621.6M | $549.3M | $72.4M | 22 | 0 |
| Mar 2022 | $511.4M | $447.5M | $63.9M | 25 | 0 |
| Jan 2022 | $511.4M | $447.5M | $63.9M | 25 | 0 |
| Mar 2021 | $511.4M | $447.5M | $63.9M | 25 | 0 |
| Oct 2020 | $434.4M | $375.9M | $58.5M | 18 | 0 |
| Jul 2020 | $434.4M | $375.9M | $58.5M | 18 | 0 |
| Jun 2020 | $348.3M | $284.4M | $63.9M | 18 | 0 |
| Jun 2020 | $348.3M | $284.4M | $63.9M | 18 | 0 |
| Apr 2020 | $348.3M | $284.4M | $63.9M | 18 | 0 |
| Mar 2020 | $348.3M | $284.4M | $63.9M | 18 | 0 |
| Nov 2019 | $355.5M | $285.1M | $70.4M | 16 | 0 |
| Sep 2019 | $355.5M | $285.1M | $70.4M | 16 | 0 |
| Mar 2019 | $355.5M | $285.1M | $70.4M | 16 | 0 |
| Aug 2018 | $372M | $301.5M | $70.5M | 17 | 0 |
| Jul 2018 | $372M | $301.5M | $70.5M | 17 | 0 |
| May 2018 | $372M | $301.5M | $70.5M | 17 | 0 |
| Mar 2018 | $372M | $301.5M | $70.5M | 17 | 0 |
| Jan 2018 | $281.8M | $221.3M | $60.5M | 19 | 0 |
| Jan 2018 | $281.8M | $221.3M | $60.5M | 19 | 0 |
| Jun 2017 | $281.8M | $221.3M | $60.5M | 19 | 300 |
| Mar 2017 | $281.8M | $221.3M | $60.5M | 19 | 300 |
| Mar 2016 | $212.7M | $157.3M | $55.4M | 18 | 300 |
| Jan 2016 | $204.8M | $148.7M | $56.1M | 5 | 26 |
| Nov 2015 | $204.8M | $148.7M | $56.1M | 5 | 26 |
| Sep 2015 | $204.8M | $148.7M | $56.1M | 5 | 26 |
| Mar 2015 | $204.8M | $148.7M | $56.1M | 5 | 26 |
| Sep 2014 | $173.5M | $153.5M | $20M | 5 | 26 |
| Mar 2014 | $173.5M | $153.5M | $20M | 5 | 26 |
| May 2013 | $121.7M | $107.1M | $14.7M | 5 | 0 |
| May 2013 | $121.7M | $107.1M | $14.7M | 5 | 0 |
| Apr 2013 | $121.7M | $107.1M | $14.7M | 5 | 0 |
| Apr 2013 | $121.7M | $107.1M | $14.7M | 5 | 0 |
| Sep 2012 | $105.5M | $95.9M | $9.6M | -- | 0 |
| Aug 2012 | $105.5M | $95.9M | $9.6M | -- | 0 |
| Aug 2012 | $105.5M | $95.9M | $9.6M | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateOct 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateSep 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateAug 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateAug 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateAug 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateAug 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateAug 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateApr 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateMar 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateMar 2025
Total AUM$751.1M
Discretionary$706.8M
Non-Disc.$44.4M
Employees22
Clients0
DateDec 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateDec 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateOct 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateAug 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateJul 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees17
Clients0
DateAug 2023
Total AUM$605.9M
Discretionary$535.9M
Non-Disc.$70.1M
Employees35
Clients0
DateAug 2023
Total AUM$605.9M
Discretionary$535.9M
Non-Disc.$70.1M
Employees35
Clients0
DateAug 2023
Total AUM$605.9M
Discretionary$535.9M
Non-Disc.$70.1M
Employees35
Clients0
DateApr 2023
Total AUM$605.9M
Discretionary$535.9M
Non-Disc.$70.1M
Employees35
Clients0
DateMar 2023
Total AUM$605.9M
Discretionary$535.9M
Non-Disc.$70.1M
Employees35
Clients0
DateFeb 2023
Total AUM$621.6M
Discretionary$549.3M
Non-Disc.$72.4M
Employees22
Clients0
DateJun 2022
Total AUM$621.6M
Discretionary$549.3M
Non-Disc.$72.4M
Employees22
Clients0
DateMar 2022
Total AUM$621.6M
Discretionary$549.3M
Non-Disc.$72.4M
Employees22
Clients0
DateMar 2022
Total AUM$511.4M
Discretionary$447.5M
Non-Disc.$63.9M
Employees25
Clients0
DateJan 2022
Total AUM$511.4M
Discretionary$447.5M
Non-Disc.$63.9M
Employees25
Clients0
DateMar 2021
Total AUM$511.4M
Discretionary$447.5M
Non-Disc.$63.9M
Employees25
Clients0
DateOct 2020
Total AUM$434.4M
Discretionary$375.9M
Non-Disc.$58.5M
Employees18
Clients0
DateJul 2020
Total AUM$434.4M
Discretionary$375.9M
Non-Disc.$58.5M
Employees18
Clients0
DateJun 2020
Total AUM$348.3M
Discretionary$284.4M
Non-Disc.$63.9M
Employees18
Clients0
DateJun 2020
Total AUM$348.3M
Discretionary$284.4M
Non-Disc.$63.9M
Employees18
Clients0
DateApr 2020
Total AUM$348.3M
Discretionary$284.4M
Non-Disc.$63.9M
Employees18
Clients0
DateMar 2020
Total AUM$348.3M
Discretionary$284.4M
Non-Disc.$63.9M
Employees18
Clients0
DateNov 2019
Total AUM$355.5M
Discretionary$285.1M
Non-Disc.$70.4M
Employees16
Clients0
DateSep 2019
Total AUM$355.5M
Discretionary$285.1M
Non-Disc.$70.4M
Employees16
Clients0
DateMar 2019
Total AUM$355.5M
Discretionary$285.1M
Non-Disc.$70.4M
Employees16
Clients0
DateAug 2018
Total AUM$372M
Discretionary$301.5M
Non-Disc.$70.5M
Employees17
Clients0
DateJul 2018
Total AUM$372M
Discretionary$301.5M
Non-Disc.$70.5M
Employees17
Clients0
DateMay 2018
Total AUM$372M
Discretionary$301.5M
Non-Disc.$70.5M
Employees17
Clients0
DateMar 2018
Total AUM$372M
Discretionary$301.5M
Non-Disc.$70.5M
Employees17
Clients0
DateJan 2018
Total AUM$281.8M
Discretionary$221.3M
Non-Disc.$60.5M
Employees19
Clients0
DateJan 2018
Total AUM$281.8M
Discretionary$221.3M
Non-Disc.$60.5M
Employees19
Clients0
DateJun 2017
Total AUM$281.8M
Discretionary$221.3M
Non-Disc.$60.5M
Employees19
Clients300
DateMar 2017
Total AUM$281.8M
Discretionary$221.3M
Non-Disc.$60.5M
Employees19
Clients300
DateMar 2016
Total AUM$212.7M
Discretionary$157.3M
Non-Disc.$55.4M
Employees18
Clients300
DateJan 2016
Total AUM$204.8M
Discretionary$148.7M
Non-Disc.$56.1M
Employees5
Clients26
DateNov 2015
Total AUM$204.8M
Discretionary$148.7M
Non-Disc.$56.1M
Employees5
Clients26
DateSep 2015
Total AUM$204.8M
Discretionary$148.7M
Non-Disc.$56.1M
Employees5
Clients26
DateMar 2015
Total AUM$204.8M
Discretionary$148.7M
Non-Disc.$56.1M
Employees5
Clients26
DateSep 2014
Total AUM$173.5M
Discretionary$153.5M
Non-Disc.$20M
Employees5
Clients26
DateMar 2014
Total AUM$173.5M
Discretionary$153.5M
Non-Disc.$20M
Employees5
Clients26
DateMay 2013
Total AUM$121.7M
Discretionary$107.1M
Non-Disc.$14.7M
Employees5
Clients0
DateMay 2013
Total AUM$121.7M
Discretionary$107.1M
Non-Disc.$14.7M
Employees5
Clients0
DateApr 2013
Total AUM$121.7M
Discretionary$107.1M
Non-Disc.$14.7M
Employees5
Clients0
DateApr 2013
Total AUM$121.7M
Discretionary$107.1M
Non-Disc.$14.7M
Employees5
Clients0
DateSep 2012
Total AUM$105.5M
Discretionary$95.9M
Non-Disc.$9.6M
Employees--
Clients0
DateAug 2012
Total AUM$105.5M
Discretionary$95.9M
Non-Disc.$9.6M
Employees--
Clients0
DateAug 2012
Total AUM$105.5M
Discretionary$95.9M
Non-Disc.$9.6M
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0