LP Profile

Kaufman Rossin Wealth

Also known as kaufman rossin wealth

Wealth ManagerMiami, United StatesFounded 2019
Miami
Headquarters
Investment Focus

About Kaufman Rossin Wealth

Customized financial planning, evidence-based investment strategies, and retirement plan consulting for your unique financial goals.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kaufman Rossin Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$506.7M
Total Clients
520
Filing Date
March 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Kaufman Rossin Wealth?

Kaufman Rossin Wealth is a wealth manager based in Miami, United States.

Where is Kaufman Rossin Wealth headquartered?

Kaufman Rossin Wealth is headquartered in Miami, United States.

When was Kaufman Rossin Wealth founded?

Kaufman Rossin Wealth was founded in 2019.

How can I contact Kaufman Rossin Wealth?

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