Kaufman Rossin Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 4, 2026, reports $507M in regulatory assets under management, 11 employees, 2 offices, and 520 accounts.
Assets Under Management
$507M
Employees
11
Offices
2 offices
Total Clients
230
Primary office
MIAMI, FL
3310 MARY STREET, SUITE 501, MIAMI, FL, United States
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
123
2
HNWI
42.6%
98
3
Corporations
3.0%
7
4
Pension Plans
0.4%
1
5
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of March 4, 2026
Discretionary100.0%
$507M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$507M
Total Accounts520
10Y AUM Change+$384M (+311.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee21:1
10Y Employee Change+7 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.