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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-1971
- Office Locations
- 8
Office Locations
About Rothschild Investment LLC
Rothschild Wealth Partners is an independent, fiduciary wealth management firm based in Chicago serving affluent individuals, multi-generational families, executives, and business owners nationwide. The firm delivers bespoke planning and investment strategy, including alternative investments, tax and estate/philanthropic planning, and trustee services, plus corporate retirement/ESOP and succession planning for Chicagoland businesses. Founded in 1908; works with custodians such as Schwab and Pershing.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CURTIS ROBERT ELLERGODT
Chief Financial Officer, Finop
- CRD
- #6012133
- Ownership
- Less than 5%
JAMES ALLYN FRANKE
Advisor
- CRD
- #4728087
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MICHAEL J ADLER
--
- CRD
- #5921718
ANDREW CRAIG ATSEFF
Wealth Advisor
- CRD
- #4868153
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,790,556,289 | $986,760 |
| Non-Discretionary | $1,639,940 | $546,647 |
| Total | $2,792,196,229 | $986,293 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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