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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FEIGELSON, MARC, DAVID | I | SECRETARY | NA | |
| FEIGELSON, MARC, DAVID | I | SECRETARY | NA | |
| FEIGELSON, MARC, DAVID | I | SECRETARY | NA | |
| FEIGELSON, MARC, DAVID | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| GARCES, IVAN | I | SECRETARY | NA | |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| HECKAMAN, BLAIN, LAMAR | I | VICE PRESIDENT | NA | Control |
| MICHELSON, GERALD, ARNOLD | I | SECRETARY | NA | Control |
| MICHELSON, GERALD, ARNOLD | I | SECRETARY | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| PELHAM, THOMAS, JOHN | I | PRESIDENT | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SACHS, CHARLES, BENNETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOCARRAS, MARIA, ELENA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
| KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| FEIGELSON, MARC, DAVID | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| MICHELSON, GERALD, ARNOLD | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| MICHELSON, GERALD, ARNOLD | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| MICHELSON, GERALD, ARNOLD | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| MICHELSON, GERALD, ARNOLD | I | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | F | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
| KAUFMAN ROSSIN & CO. | DE | KAUFMAN ROSSIN WEALTH HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (4)
CA FL NC TX
Address
3310 MARY STREETSUITE 501
MIAMI, FL 33133
United States
Phone: 305-646-6071