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 registered with the SEC in 2021. The firm acts as a capital allocator for both individuals and families as well as some institutional clients, offering fee arrangements that include a percentage of assets under management and hourly billing. Its advisory services, as reported in regulatory filings, span financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, periodic publications, and client education through seminars and workshops. The firm does not self-identify as an active ESG investor and uses third-party managers to access non-traditional strategies.