KAUFMAN ROSSIN WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$507M

Discretionary

$507M

100% of AUM

Avg account

$974K

Accounts

520

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 301921
Registered since: December 14, 2021
Website: kaufmanrossinwealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI69.61%
Individuals16.97%
Corporations / Businesses12.9%
Pension & Profit Sharing Plans0.42%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kaufman Rossin Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. It serves both individual and family clients as well as institutional relationships, operating as a capital allocator that sources external managers rather than relying solely on proprietary strategies. The firm provides financial planning, portfolio management for individuals and small businesses, selection-of-advisers services, periodic publications, and educational seminars; its fee structure includes percentage-of-AUM billing and hourly charges. The firm is not identified as an active ESG investor and does not operate as a multistate adviser. Kaufman Rossin Wealth lists industry affiliations with accounting and insurance firms and presents services that include pension consulting and selection of other advisers, indicating a consultative, multi-disciplinary approach to client engagements.