Kaufman Rossin Wealth
TL;DR
Kaufman Rossin Wealth has provided advisory services since May 2019 to individuals, trusts, charitable organizations, and businesses, with about $507 million in AUM, affiliated with a Miami CPA firm.
$507 million
Regulatory AUM
As of ADV filing 2026-07-31
520
Accounts / Clients
221 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
11
Team Size
employees, 7 advisory
5 yrs
Years Registered
First registered 2021
About Kaufman Rossin Wealth
Kaufman Rossin Wealth has provided advisory services since May 2019 to individuals, trusts, charitable organizations, and businesses, with about $507 million in AUM, affiliated with a Miami CPA firm.
Office: 3310 Mary Street, Suite 501, Miami, FL.
Best for: Business owners and families who want wealth advice tied to a CPA firm
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD301921
RegistrationSEC-registered
First registration2021
Regulatory AUM$507 million
ADV filing date2026-07-31
Accounts520
Clients221 individual and high-net-worth clients
Employees11
Advisory employees7
Fee modelFee-based; ADV 2A discloses insurance commissions through an affiliate the client may decline
MinimumNo account minimum; $10,000 minimum annual fee generally (ADV 2A)
Disclosure events (Item 11)0
DesignationsCPA firm affiliation; no planning designation confirmed
Source: SEC Investment Adviser Public Disclosure, CRD 301921, as of ADV filing 2026-07-31, pulled October 10, 2026.
Ranked on ProCloser
- Top 6 Wealth Managers in Miami, FL (2026): rank 3 of 6
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