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| Happy Holidays!! thanks for using AUM13F!! |
| Kaufman Rossin Wealth LLC
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| CRD # | 301921 |
| SEC # | 801-122845 |
| CIK # | 0002049750 |
| AUM | $302.9 M (2025-05-08) |
| Employees | 9 (78% Investors, 33% Brokers) |
| Phone | 305-646-6071 |
| Address | 3310 Mary Street Miami, FL 33133 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Adobe Systems Inc | 2.1 | ||
| Nvidia Corp | 1.8 | ||
| Roblox Corp | 1.4 | ||
| Snowflake Inc | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| PNC Financial Services Group Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| Arista Networks Inc | 0.8 | ||
| Verisign Inc/Ca | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 62.8 |
| (b) Individuals (high net worth individuals) | 88 | 235.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.5 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 302.9 |
| By Discretionary | ||
| Discretionary | 456 | 302.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 457 | 302.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 302.5 | |
| Total | 457 | 302.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049750] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Financial Services
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|
CO | 0.3 |
|
Auxin Group Wealth Management LLC
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|
OH | 0.3 |
|
Diversified Financial Management Associates Inc
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MA | 0.3 |
|
Darden Wealth Group Inc
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MI | 0.3 |
|
May Barnhard Investments LLC
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|
MD | 0.3 |
|
TSA Wealth Management LLC
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|
TX | 0.3 |
|
Navigate Financial LLC
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|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.3 |
|
Oneamerica Securities Inc
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|
IN | 0.3 |
|
Cloud Investments LLC
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|
AL | 0.3 |