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KAUFMAN ROSSIN WEALTH, LLC
CRD 301921 · SEC 801-122845
3310 MARY STREET, SUITE 501, MIAMI, FL, 33133, United States
Phone
305-646-6071
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.7M
Discretionary AUM
$506.7M
Team
11 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $86.0M |
| High net worth individuals | 98 | $352.7M |
| Pension/profit sharing plans | 1 | $2.1M |
| Charitable organizations | 1 | $447K |
| Corporations/business entities | 7 | $65.4M |
States served
CA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD