SEC Form ADV

KAUFMAN ROSSIN WEALTH, LLC

Firm profile: Kaufman Rossin Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$506.7M
Assets Under Management
4
Total Clients
11
Employees
Get LP Contact Details

Registration Details

Accession
crd-301921
Location
MIAMI, FL
Filing Date
July 31, 2026
AUM
$506.7M
Total Clients
4
Institutional Clients
2
Employees
11
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

KAUFMAN ROSSIN WEALTH, LLC is a registered investment adviser headquartered in MIAMI, FL, managing approximately $506.7M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.