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KAUFMAN ROSSIN WEALTH, LLC
CRD 301921File 801-122845
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$506.7M
Above cohort median (national)
Discretionary AUM
$506.7M
Clients
230
520 accounts
Employees
11
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 14, 2021
- Principal office
- 3310 MARY STREET, SUITE 501, MIAMI, FL, 33133
- Phone
- 305-646-6071
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $506.7M
- Discretionary AUM
- $506.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 520
- Non-discretionary accounts
- 0
- Total accounts
- 520
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $65.4M |
| Charitable organizations | 1 | $447K |
| High net worth individuals | 98 | $352.7M |
| Pension and profit sharing plans | 1 | $2.1M |
| Individuals (other than high net worth individuals) | 123 | $86.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 196 | 230 | increased by34 |
| Apr 1, 2026 | AUM | $302,857,130 | $506,702,684 | increased by$203,845,554 |
| Apr 1, 2026 | Accounts | 457 | 520 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 110 | 196 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $148,404,134 | $302,857,130 | increased by$154,452,996 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 262 | 457 | increased by195 |
| Sep 1, 2022 | Employees | 4 | 7 | increased by3 |
| Sep 1, 2022 | Clients | 84 | 110 | increased by26 |
| Sep 1, 2022 | AUM | $123,071,010 | $148,404,134 | increased by$25,333,124 |
| Sep 1, 2022 | Accounts | 189 | 262 | increased by73 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KAUFMAN ROSSIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAUFMAN ROSSIN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.