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| Kaufman Rossin Wealth LLC
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|---|---|
| CRD # | 301921 |
| SEC # | 801-122845 |
| CIK # | 0002049750 |
| AUM | 506.7 M (2026-03-04) |
| Employees | 11 (64% Investors, 27% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-646-6071 |
| Address | 3310 Mary Street Miami, FL 33133 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Nvidia Corp | 2.4 | ||
| Comfort Systems USA Inc | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Incyte Corp | 1.2 | ||
| Adobe Systems Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Broadcom Inc | 1.1 | ||
| GE Vernova Inc | 1.0 | ||
| Merck & Co Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 86.0 |
| (b) Individuals (high net worth individuals) | 98 | 352.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.1 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 65.4 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 506.7 |
| By Discretionary | ||
| Discretionary | 520 | 506.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 506.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 506.4 | |
| Total | 520 | 506.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049750] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail, Research |
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