SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Kaufman Rossin Wealth, LLC
Miami, FL
CRD 301921
Firm filing updated July 31, 2026 ·
- $506.7MAssets
- 230Clients
- 7Advisory staff
- 520Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals123
- High net worth individuals98
- Corporations or other businesses7
- Pension and profit sharing plans1
- Charities1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 123 | $86.0 million |
| High net worth individuals | 98 | $352.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2.1 million |
| Charitable organizations | 1 | $447,164 |
| Corporations or other businesses not listed above | 7 | $65.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 6 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$506.7 million
- Accounts520
- DiscretionaryAll accounts
People
- Employees11
- Advisory staff7
- Broker-dealer reps3
- Licensed insurance agents7
- Planning clients51 to 100
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 301921, SEC file 801-122845.
- Registered with the SEC as an investment advisor (status date on record: December 14, 2021).
Is Kaufman Rossin Wealth, LLC a fiduciary?
Short answer: Kaufman Rossin Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
7 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.