| Name | Title | Ownership | Since |
|---|---|---|---|
| Blain Lamar Heckaman Control | Vice President | Under 5% | 2019 |
| Ivan Garces | Secretary | Under 5% | 2022 |
| Kaufman Rossin Wealth Holdings, LLC Control | Owner | Over 75% | 2019 |
Kaufman Rossin Wealth, LLC reports $302.9 million in regulatory assets under management on its Form ADV.
Kaufman Rossin Wealth, LLC reports 9 employees.
Kaufman Rossin Wealth, LLC is based in Miami, FL and has been SEC-registered since 2021.
Kaufman Rossin Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3310 Mary Street, Suite 501, Miami, FL 33133 |
| Phone | 305-646-6071 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $302.9M |
| Non-discretionary | $3K |
| Total (RAUM) | $302.9M |