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Rothschild Wealth Partners, LLC

EST. AUM
$1,697,509,307

CONTACTS
26

CLIENT ACCOUNTS
3,656

Firm Details

Metro area Chicago
CRD Number 162442
Website rothschildwealth.com
Client types

Overview

Rothschild Wealth Partners, founded in 1908, is an employee-owned wealth management firm managing over $6 billion in assets. With more than a century of experience, the firm provides services to help individuals manage their finances, grow assets, and implement protection strategies. The firm offers customized investment solutions, including alternative investment options and risk management approaches. It also focuses on ongoing professional development to maintain expertise in investment strategies, tax planning, and financial advisory services. Rothschild Wealth Partners works with families, business owners, and executives, providing support in managing financial complexities and adapting to changes in their financial circumstances.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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