KAUFMAN ROSSIN WEALTH, LLC
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About the firm
Kaufman Rossin Wealth, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm offers financial planning, investment management, retirement and executive benefits, and risk management and advanced planning services. It practices an evidence-based investment strategy and emphasizes continuous learning, collaboration, and innovation in every plan it builds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Retirement & Executive Benefits, and Risk Management & Advanced Planning.
Who they serve
Individuals at any stage of life, including those planning for retirement, buying or selling a business, experiencing major life events, or navigating financial shifts.
| 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
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| 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
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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.