Rothschild Wealth LLC
● SEC registered since 2012CRD 162442SEC# 801-74818Oakbrook, IL
Ranks #2,373 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.7B
Fund GAV
$14.9M
Private funds
2
Employees
27
Accounts
3,656
Location
Oakbrook, IL
Rothschild Wealth LLC assets under management
Rothschild Wealth LLC operates as an SEC-registered investment adviser based in Oakbrook, IL. The firm has been registered since 2012. It reports $1.7 billion in regulatory assets under management and employs 27 people. Rothschild Wealth LLC manages 2 private funds with combined gross assets of $14.9 million, including Rothschild Madison, LLC. By regulatory assets, it ranks 2,373 of 6,004 private fund managers.
Rothschild Wealth LLC private funds
2 funds · $14.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rothschild Madison, LLC | Venture Capital | $13.1M | $50K |
| Rothschild Swag LLC | Venture Capital | $1.8M | $50K |
Rothschild Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Robert Ellergodt Control | Chief Financial Officer | Under 5% | 2023 |
| Gery Joseph Sadzewicz | Cco | Under 5% | 2012 |
| Phillip Eugene Johnson Control | President | Under 5% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rothschild Wealth LLC manage?
Rothschild Wealth LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Rothschild Wealth LLC manage?
Rothschild Wealth LLC manages 2 private funds with combined gross assets of $14.9 million.
How many employees does Rothschild Wealth LLC have?
Rothschild Wealth LLC reports 27 employees.
Where is Rothschild Wealth LLC located?
Rothschild Wealth LLC is based in Oakbrook, IL and has been SEC-registered since 2012.
Does Rothschild Wealth LLC disclose fund performance?
Rothschild Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Commerce Drive, Suite 170, Oakbrook, IL 60523 |
| Phone | 630-448-5711 |
| Fax | 630-448-5758 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.7B▲ 126%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.7Bregulatory AUM
Discretionary $1.69BNon-discretionary $6.2M
Service providers
Auditor
Custodian