SourcingSourcing

ROTHSCHILD WEALTH LLC

C16
CRD 162442·SEC 801-74818·OAKBROOK, IL
AUM
$1.70B
$1B+
Est. Revenue
$17.0M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$40.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROTHSCHILD WEALTH LLC
CRD
162442
SEC file #
801-74818
EIN
454618479
DBA names
—

Economics

AUM
$1.70B
AUM band
$1B+
AUM trajectory
'20'26
$355.5M → $1.70B▲ +378%
Client mix
Individuals Other1,955
Individuals High Net Worth1,614
Corporations53
Charitable Organizations22
Pension Profit Sharing Plans11

Operations

Employees (total)
27
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
12 advisors → 23 advisors▲ +92%
Primary office
OAKBROOK IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIN GOOSE HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TIN GOOSE HOLDINGS, LLC
ELLERGODT, CURTIS, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rothschild.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001811345
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2022-11-16
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001104659-26-055991
Edgar Former Names
Sentinus, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
15
Bc Firm Active IA Count
27
Bc Firm IAR Count
27
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Edgar Addresses
Mailing
700 COMMERCE DRIVESUITE 170OAK BROOK, IL 60523
Business
700 COMMERCE DRIVESUITE 170OAK BROOK, IL 60523
Edgar EIN
454618479
Edgar Recent Filings
13F-HR2026-05-06 · 0001104659-26-055991
13F-HR/A2026-02-17 · 0001104659-26-015620
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (28)

28
JOHNSON, PHILLIP, EUGENE
IAR · Executive Officer · 2.5%
2491084
ELLERGODT, CURTIS, ROBERT
IAR · Executive Officer · 2.5%
6012133
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
STEPHEN JACOB MCCORMICK
IAR
7631722
JOHN DOETSCH NEWHOUSE
IAR
4434184
GABRIELLA ROSE KENT
IAR
6821518
Dale Scott Siligmueller
IAR
733630
Steven Ross Norvid
IAR
2253921
DANIEL A KNAPP
IAR
7351552
Jack Warren Rafferty
IAR
7671204
JOHN JAMES MCGRATH
IAR
6321010
Sean Michael Condon
IAR
4752932
BRITTON HILL REYNOLDS
IAR
5158944
Michael Beck
IAR
6954011
CORBETT, MICHAEL, JAMES
IAR
2874844
KYLE JAMES DEPASQUALE
IAR
5742585
Steven Richard McGowan
IAR
6316819
ANDREW CRAIG ATSEFF
IAR
4868153
LISA ANN BUSSENGER
IAR
5846783
TYLER DAVID QUALIO
IAR
4397725
Ethan Michael Schmidt
IAR
6694002
Jonathan Samuel Kruger
IAR
1356947
JAMES R DAWSON
IAR
6295621
MICHAEL J ADLER
IAR
5921718
Jacqueline Paredes Sedlak
IAR
5468516
Connor Ladone
IAR
6981142
BRET J PETERSEN
IAR
4635196
THOMAS MCCARTHY OBRIEN
IAR
5230392