This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

4

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-136474

CRD

342696

Filings on the tape

2

First filed

May 12, 2026

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, IL

• Occurred

  May 12, 2026
  Advisor owns new adviser

  Gery Joseph Sadzewicz, registered through Clearview Wealth Solutions, LLC (Barrington, IL), is a direct owner of Rothschild Financial Partners, LLC, an adviser first registered 2026-05-12

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48b49087-ccde-dd97-8596-7ab7767468fd

First observed

May 12, 2026

Last observed

Aug 26, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.