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Kaufman Rossin Wealth, LLC

Headquartered in MIAMI, FL

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Firm Information

Kaufman Rossin Wealth, LLC is a Miami, FL-based registered investment advisor with approximately $302,857,130 in regulatory assets under management. They offer a range of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Their client base includes high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

Kaufman Rossin Wealth, LLC

3310 MARY STREET

MIAMI, FL 33133

$302.86M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

KAUFMAN ROSSIN WEALTH, LLC has a total of 4 branch locations across the country.
location

Boca Raton, FL

location

Ft Lauderdale, FL

location

MIAMI, FL

location

FORT LAUDERDALE, FL

Advisors at Kaufman Rossin Wealth, LLC

View All 5 Advisors
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Darin Keith Schatzman

RA

MIAMI, FL

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Michael Joseph Cantero

RA

MIAMI, FL

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David Allen Liska

RA

FORT LAUDERDALE, FL

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Mayelin Alvarez

RA

MIAMI, FL

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John Richard Sullivan

CFP®, CFC®, RA

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Ashlea Heather Ayer

CFP®, RA

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Thomas John Pelham

CFP®, RA

MIAMI, FL

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Disclosures

There are no public disclosures for Kaufman Rossin Wealth, LLC.

Frequently Asked Questions (6)

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