KR
KAUFMAN ROSSIN WEALTH, LLC
SEC RegisteredMIAMI, FLhttps://kaufmanrossinwealth.com305-646-6071
Assets Under Management
$500M–$1B
Employees
11
Office Locations
3 offices
Total Accounts
520
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 123 | $86M |
| High Net Worth Individuals | 98 | $353M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $2.1M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Thomas John Pelham
PRESIDENT
Llc Kaufman Rossin Wealth Holdings
OWNER
Blain Lamar Heckaman
VICE PRESIDENT
Kaufman Rossin & Co.
OWNER
Marc David Feigelson
CHIEF OPERATING OFFICER / ELECTED MANAGER
Maria Elena Socarras
CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 1 state
FL
MIAMIHQ
FL
FORT LAUDERDALE
FL
BOCA RATON
Advisors at this firm
6 advisors in the directory
Ashlea Heather Ayer
Investment Adviser Representative
Michael Joseph Cantero
Investment Adviser Representative
Maria Elizabeth Lacasa
Investment Adviser Representative
David Allen Liska
Investment Adviser Representative
Thomas John Pelham
Investment Adviser Representative
Darin Keith Schatzman
Investment Adviser Representative
Regulatory & compliance
CRD number
#301921
SEC Number
801-122845
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $10,000,000 | 0.75% |
| $10,000,001 - $20,000,000 | 0.65% |
| Above $20,000,001 | 0.50% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
kaufmanrossinwealth.comPhone
305-646-6071Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KAUFMAN ROSSIN WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.