# ROTHSCHILD WEALTH LLC

ROTHSCHILD WEALTH LLC of OAKBROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 162442
- Type: SEC-registered investment adviser
- SEC file number: 801-74818
- Location: 700 COMMERCE DRIVE, SUITE 170, OAKBROOK, IL, 60523
- Phone: 630-448-5711
- Latest filing: 2026-06-16
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $6.2M
- Clients: 27
- Accounts: 3,656

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CCO | — |
| Phillip Eugene Johnson | PRESIDENT | — |
| Curtis Robert Ellergodt | CHIEF FINANCIAL OFFICER | — |
| JOHNSON BRENT EUGENE | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| SADZEWICZ GERY JOSEPH | CCO; SOLE MEMBER & CCO | — |
| REYNOLDS SCOTT BRITTON | CEO; EXECUTIVE CHAIRMAN; MANAGING MEMBER | — |
| QUALIO TYLER DAVID | MEMBER; PRESIDENT | — |
| ELLERGODT CURTIS ROBERT | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162442/similar
- Related entities: https://search.stillhousedata.com/firm/162442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162442

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.