ROTHSCHILD WEALTH LLC of OAKBROOK, IL is an SEC-registered investment adviser (CRD 162442). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Hourly, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ROTHSCHILD MADISON, LLC | Venture Capital Fund | Delaware | 60 | $13.1M | $50K |
| ROTHSCHILD SWAG LLC | Venture Capital Fund | Delaware | 25 | $1.8M | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| OAK BROOK | IL | 1 | 630-448-5758 |
| — | — | 1 | 630-448-5758 |