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John James Mcgrath

Rothschild Wealth LLC

Oakbrook, IL

CRD 6321010

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Employer firm

Rothschild Wealth LLC CRD 162442

$1.70B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rothschild Wealth Llc

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-12-14
  • IL RA
    APPROVED
    Since 2015-12-14

Branch Locations

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sentinus, Llc Oak Brook IL 02/2014 Present
  • 02/2014 → Present
    Sentinus, Llc
    Oak Brook, IL
Previous Registrations
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-14
  • S65 Uniform Investment Adviser Law Examination
    2015-12-14

View on SEC IAPD

Nearby Firms

DILLOW WEALTH MANAGEMENT LLC
ROTHSCHILD FINANCIAL PARTNERS, LLC
INTEGRATED WEALTH PLANNERS LLC

Nearby Investors

TIMOTHY LOUIS DILLOW
Ian Peter Dillow
ANDREW CRAIG ATSEFF

Nearby Offices

DILLOW WEALTH MANAGEMENT LLC · OAK BROOK, IL
ROTHSCHILD FINANCIAL PARTNERS, LLC · OAK BROOK, IL
INTEGRATED WEALTH PLANNERS LLC · OAK BROOK, IL

More in Oakbrook, IL

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