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ROTHSCHILD WEALTH LLC

OAKBROOK, IL · CRD 162442 · IAPD ↗ · 630-448-5711

$1.70BRegulatory AUM
23Advisory reps
27Employees
0Clients
251-500Planning clients
2Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ROTHSCHILD WEALTH LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — ROTHSCHILD WEALTH LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
79
April 2026 — ROTHSCHILD WEALTH LLC grew from 14 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — ROTHSCHILD WEALTH LLC crossed $1B in regulatory AUM ($751.1M -> $1.70B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — ROTHSCHILD WEALTH LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — ROTHSCHILD WEALTH LLC grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
January 2025 — ROTHSCHILD WEALTH LLC now reports 1 private fund(s) ($1.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
28
November 2024 — ROTHSCHILD WEALTH LLC changed its website from sentinus.com to rothschildwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
November 2024 — SENTINUS, LLC is now doing business as ROTHSCHILD WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2024 — SENTINUS, LLC shrank from 25 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — SENTINUS, LLC now reports custody of client assets ($92.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.