Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth, LLC is an SEC-registered wealth manager in Miami, FL with $506.7M assets under management (AUM, regulatory AUM), +67% over one year. See who owns Kaufman Rossin Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301921, SEC 801-122845, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $506.7M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 11
- Clients
- 230
- CRD
- 301921
- Ownership
- SACHS, CHARLES, BENNETT; PELHAM, THOMAS, JOHN; MICHELSON, GERALD, ARNOLD; HECKAMAN, BLAIN, LAMAR; FEIGELSON, MARC, DAVID
How much AUM does Kaufman Rossin Wealth, LLC have?
Kaufman Rossin Wealth, LLC reported $506.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Kaufman Rossin Wealth, LLC?
Disclosed owners and executives of Kaufman Rossin Wealth, LLC include SACHS, CHARLES, BENNETT, PELHAM, THOMAS, JOHN, MICHELSON, GERALD, ARNOLD, HECKAMAN, BLAIN, LAMAR, FEIGELSON, MARC, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.