Kaufman Rossin Wealth, LLC

RIASEC RegisteredEst. 2021
Total AUM
$507M
Discretionary
$507M
100% of AUM
Avg account
$974K
Accounts
520
Employees
11
Advisory reps
9

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 that acts as a capital allocator for high-net-worth individuals, families and some institutional clients. The firm offers fee-based wealth management services (percentage of AUM) and hourly planning work. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and client education through seminars and published material. The firm is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 21%, Private Funds 14%, US Government Bonds 6%, Cash & Cash Equivalents 5%, State & Local Bonds 2%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities21%
  • Private Funds14%
  • US Government Bonds6%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1

  • Marc Feigelson

    Chief Executive OfficerCRD 2907272

Contacts

3 of 8
  • Maria Elizabeth Lacasa

    Maria Elizabeth Lacasa

    Senior Wealth AdvisorCRD 5072231

  • Thomas Pelham

    Thomas Pelham

    Principal, Client ServicesCRD 4242866

  • Darin Schatzman

    Darin Schatzman

    Practice LeaderCRD 4606246

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$173M in ETFs

Passive

32%

$54.6M

Active

68%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO)ActiveSmall Value$40.5M1,408,62023.43%
Unlock additional holdings →

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3310 Mary St
Time zone
ET (UTC-5)
Office locations

Similar firms

Creand Management

RIA

Miami, FL

AUM $507MTEAM 16REPS 14

Klosters Capital

RIA

Miami, FL

AUM $496MTEAM 7REPS 4

Compass Group Investments Solutions LLC

RIA

Miami, FL

AUM $527MTEAM 17REPS 5

Xendia Wealth LLC

RIA

Miami, FL

AUM $475MTEAM 5REPS 6

Noctua International Wmg, LLC

RIA

Miami, FL

AUM $474MTEAM 7REPS 4

Octogone NA

RIA

Miami, FL

AUM $470MTEAM 6REPS 5
More RIAs in Miami →All Florida RIAs →