This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2012
- Office Locations
- 5
Office Locations
About Rothschild Wealth LLC
Rothschild Wealth Partners is an independent, fiduciary wealth manager based in Chicago serving clients nationwide. The firm advises affluent individuals, multigenerational families, executives, and business owners with integrated planning and long-term portfolio strategy, including tax, estate and philanthropic planning and guidance on alternative investments. Business clients engage on retirement plans, ESOPs, and succession/exit planning. Founded in 1908; merged with Sentinus in 2023 and acquired Windgate Wealth Management in 2026.
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%
PHILLIP EUGENE JOHNSON
President, Senior Manager
- CRD
- #2491084
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL J ADLER
--
- CRD
- #5921718
ANDREW CRAIG ATSEFF
Wealth Advisor
- CRD
- #4868153
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,691,283,127 | $463,111 |
| Non-Discretionary | $6,226,180 | $1,556,545 |
| Total | $1,697,509,307 | $464,308 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | 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 |
Continue browsing