# Kaufman Rossin Wealth, LLC

> Kaufman Rossin Wealth, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 301921
- Filed as: KAUFMAN ROSSIN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301921
- AdvisorCensus page: https://advisorcensus.com/firm/kaufman-rossin-wealth-llc-miami-fl-301921

## Quick answers

**How is Kaufman Rossin Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kaufman Rossin Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kaufman Rossin Wealth, LLC located?**
Kaufman Rossin Wealth, LLC's principal office is in Miami, FL, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Kaufman Rossin Wealth, LLC registered with the SEC or a state?**
Kaufman Rossin Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 301921.

**How much does Kaufman Rossin Wealth, LLC manage?**
Kaufman Rossin Wealth, LLC reports $506,702,684 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Kaufman Rossin Wealth, LLC's assets and staff changed since 2022?**
In the Form ADV data for Kaufman Rossin Wealth, LLC: Regulatory assets under management: $148,404,134 in the October 2022 data and $506,702,684 in the October 2026 data, up 241%. Total employees: 7 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kaufman Rossin Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (98); corporations or other businesses not listed above (7).

**Which custodians does Kaufman Rossin Wealth, LLC use?**
Kaufman Rossin Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kaufman Rossin Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301921

**What changed in Kaufman Rossin Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $506,702,684
- Discretionary: $506,702,684
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $86,009,045 |
| High net worth individuals | 98 | $352,728,733 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,127,762 |
| Charitable organizations | 1 | $447,164 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $65,389,980 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Boca Raton, FL
- Fort Lauderdale, FL

### Websites listed on Form ADV (Item 1.I)
- kaufmanrossinwealth.com
- Facebook facebook.com
- Instagram @kaufmanrossin
- LinkedIn @kaufman-rossin-&-co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $148,404,134 | 7 | September 19, 2022 |
| October 2023 | $183,643,813 | 5 | August 30, 2023 |
| October 2024 | $224,771,494 | 8 | September 20, 2024 |
| October 2025 | $302,857,130 | 9 | May 8, 2025 |
| October 2026 | $506,702,684 | 11 | July 31, 2026 |

Regulatory assets under management: $148,404,134 in the October 2022 data and $506,702,684 in the October 2026 data, up 241%.
Total employees: 7 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $302,857,130 to $506,702,684 (+67%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaufman Rossin Wealth, LLC (CRD 301921): Form ADV filing data as of October 2026.