Kaufman Rossin Wealth, LLC

CRD 301921 · Miami, FL · $506.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 301921
SEC number: 801-122845
Firm type: RIA
Assets under management: $506.7M as of Mar 4, 2026
Website: www.kaufmanrossinwealth.com ↗
Phone: 305-646-6071
Address: 3310 Mary Street, Miami, FL, 33133

Advisors at this firm

6 in our index · page 1 of 1

Ashlea Heather AyerCRD 6111411 · Ft Lauderdale, FL

IA RegisteredBroker
Michael Joseph CanteroCRD 7375984 · Miami, FL

IA Registered
Maria Elizabeth LacasaCRD 5072231 · Miami, FL

IA RegisteredBroker
David Allen LiskaCRD 2374477 · Fort Lauderdale, FL

IA RegisteredBroker

Disclosure event(s) on record
Thomas John PelhamCRD 4242866 · Miami, FL

IA Registered
Darin Keith SchatzmanCRD 4606246 · Miami, FL

IA RegisteredBroker

Source & corrections

Where this page comes from

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