Luke James Novak
Investment adviser representative at Rothschild Wealth LLC
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Rothschild Wealth LLCSep 2026 to now
- Rothschild Investment Corp.May 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4818667
- Firm CRD
- 162442