Kaufman Rossin Wealth, LLC
● SEC registered since 2021CRD 301921SEC# 801-122845Miami, FL
Reg. AUM
$506.7M
Employees
11
Accounts
520
Location
Miami, FL
Kaufman Rossin Wealth, LLC assets under management
Kaufman Rossin Wealth, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2021. It reports $506.7 million in regulatory assets under management and employs 11 people.
Kaufman Rossin Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blain Lamar Heckaman Control | Vice President | Under 5% | 2019 |
| Ivan Garces | Secretary | Under 5% | 2022 |
| Kaufman Rossin Wealth Holdings, LLC Control | Owner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Kaufman Rossin Wealth, LLC manage?
Kaufman Rossin Wealth, LLC reports $506.7 million in regulatory assets under management on its Form ADV.
How many employees does Kaufman Rossin Wealth, LLC have?
Kaufman Rossin Wealth, LLC reports 11 employees.
Where is Kaufman Rossin Wealth, LLC located?
Kaufman Rossin Wealth, LLC is based in Miami, FL and has been SEC-registered since 2021.
Does Kaufman Rossin Wealth, LLC disclose fund performance?
Kaufman Rossin Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3310 Mary Street, Suite 501, Miami, FL 33133 |
| Phone | 305-646-6071 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$506.7M▲ 67%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$506.7Mregulatory AUM
Discretionary $506.7M