Bart Richard Bonga
Investment adviser representative at Rothschild Wealth LLC
30 yearsExperience
2 statesRegistered in
$1.7BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Rothschild Wealth LLCAug 2026 to now
- Rothschild Investment CorporationSep 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
Rothschild Wealth LLC
$1.7BAssets managed
3,656Clients
28Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2798234
- Firm CRD
- 162442