Investment adviser · CRD 301921
KAUFMAN ROSSIN WEALTH, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $507M Form ADV · Item 5.F
- Client accounts
- 520 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 98 | $352,728,733 | 69.6% |
| Individuals | 123 | $86,009,045 | 17.0% |
| Corporations & businesses | 7 | $65,389,980 | 12.9% |
| Retirement plans | 1 | $2,127,762 | 0.4% |
| Charities | 1 | $447,164 | 0.1% |
Filing source
Form ADV 2123204 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
3310 MARY STREET, SUITE 501MIAMI, FL, 33133, United States
CRD 301921
Filing source
Form ADV 2123204 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.