Kaufman Rossin Wealth, LLC

RIASEC Registered

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 that describes itself as a capital allocator to both individual/family and institutional clients. The firm is SEC-registered (registered in 2021) and operates under a fee mix that includes percentage-of-AUM charges and hourly billing for some services. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education/publications. The firm does not identify as an active ESG investor and is not organized as a multistate adviser in the provided data. Kaufman Rossin Wealth also lists affiliations with accounting and insurance industry partners and offers periodic seminars and newsletter-style communications as part of its client-facing activities.