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KAUFMAN ROSSIN WEALTH, LLC

MIAMI, FL · CRD 301921 · IAPD ↗ · kaufmanrossinwealth.com · 305-646-6071

$506.7MRegulatory AUM
7Advisory reps
11Employees
4Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — KAUFMAN ROSSIN WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2026 — KAUFMAN ROSSIN WEALTH, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — KAUFMAN ROSSIN WEALTH, LLC crossed $500M in regulatory AUM ($302.9M -> $506.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — KAUFMAN ROSSIN WEALTH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — KAUFMAN ROSSIN WEALTH, LLC reported RAUM up 35% ($224.8M -> $302.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — KAUFMAN ROSSIN WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2024 — KAUFMAN ROSSIN WEALTH, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.