Mill Valley, CA Office

Rothschild Wealth LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporate executive groups, trusts, retirement plans, and other institutional clients. The firm offers discretionary and non‑discretionary portfolio management, financial planning, tax and estate planning coordination, selection of third‑party sub‑advisers, and 401(k) participant and institutional retirement consulting.

The firm’s investment process is centered on asset‑allocation models informed by client questionnaires and quantitative analysis, with monitoring and periodic rebalancing and implementation via mutual funds, ETFs, individual equities and fixed‑income securities or external sub‑advisers. Rothschild Wealth uses third‑party software and vendor platforms to support reporting, trading, risk analysis and access to model managers, including a disclosed strategic relationship with an affiliated operations platform (Advisor Op).

What is noteworthy in the brochure are the firm’s multiple industry affiliations and related compensation channels: a related broker‑dealer (Rothschild Investment LLC) and registered representatives who may receive commission compensation, affiliated insurance broker entities used for insurance placements, and the firm’s role as investment manager to an affiliate private fund that may pay performance‑based fees. The brochure also discloses economic arrangements with custodians — including a stated Schwab payment arrangement — and discusses how those affiliations and sub‑adviser/platform relationships can create potential conflicts of interest that clients should consider.