KAUFMAN ROSSIN WEALTH, LLC
CRD #301921 SEC #801-122845 MIAMI, FL 305-646-6071
SEC Registered
Total AUM
$302.9M
Discretionary
$302.9M
Employees
9
Clients
0
Accounts
457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $302.9M | $302.9M | $2.9K | 9 | 4 |
| May 2025 | $302.9M | $302.9M | $2.9K | 9 | 4 |
| Feb 2025 | $302.9M | $302.9M | $2.9K | 9 | 4 |
| Dec 2024 | $224.8M | $222.7M | $2.1M | 8 | 1 |
| Sep 2024 | $224.8M | $222.7M | $2.1M | 8 | 1 |
| Jul 2024 | $224.8M | $222.7M | $2.1M | 8 | 1 |
| Apr 2024 | $224.8M | $222.7M | $2.1M | 8 | 1 |
| Mar 2024 | $224.8M | $224.8M | $0 | 8 | 1 |
| Feb 2024 | $224.8M | $224.8M | $0 | 8 | 1 |
| Aug 2023 | $183.6M | $183.6M | $0 | 5 | 1 |
| Jun 2023 | $183.6M | $183.6M | $0 | 5 | 1 |
| Mar 2023 | $183.6M | $183.6M | $0 | 5 | 1 |
| Feb 2023 | $148.4M | $148.4M | $0 | 7 | 0 |
| Nov 2022 | $148.4M | $148.4M | $0 | 7 | 0 |
| Sep 2022 | $148.4M | $148.4M | $0 | 7 | 0 |
| Sep 2022 | $148.4M | $148.4M | $0 | 7 | 0 |
| Aug 2022 | $148.4M | $148.4M | $0 | 7 | 0 |
| Nov 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| Nov 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
DateDec 2025
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$2.9K
Employees9
Clients4
DateMay 2025
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$2.9K
Employees9
Clients4
DateFeb 2025
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$2.9K
Employees9
Clients4
DateDec 2024
Total AUM$224.8M
Discretionary$222.7M
Non-Disc.$2.1M
Employees8
Clients1
DateSep 2024
Total AUM$224.8M
Discretionary$222.7M
Non-Disc.$2.1M
Employees8
Clients1
DateJul 2024
Total AUM$224.8M
Discretionary$222.7M
Non-Disc.$2.1M
Employees8
Clients1
DateApr 2024
Total AUM$224.8M
Discretionary$222.7M
Non-Disc.$2.1M
Employees8
Clients1
DateMar 2024
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees8
Clients1
DateFeb 2024
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees8
Clients1
DateAug 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees5
Clients1
DateJun 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2023
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees5
Clients1
DateFeb 2023
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0