Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth, LLC is a Miami, Florida-based Registered Investment Advisor, part of the broader Kaufman Rossin Group, which also includes accounting, insurance, and fund administration services. The firm primarily serves high-net-worth individuals and families, and its advisors draw on over six decades of experience from the parent group. Kaufman Rossin Wealth is known for personalized, evidence-based wealth management strategies and a deep focus on long-term client relationships. The company was established as a wealth advisory arm within the larger Kaufman Rossin organization and currently employs approximately 9 professionals.
Investment Strategy
Kaufman Rossin Wealth employs an evidence-based investment strategy designed to complement client portfolios with customized financial solutions. The firm emphasizes risk management, diversification, and long-term growth, utilizing sound academic research and global asset allocation frameworks tailored to each client's needs and objectives. Their approach is highly client-centric, focusing on understanding each individual's or family's entire financial situation to deliver personalized advice and service.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVO | EA SERIES TRUST | 15.50% | $28.3M | 1,249,702 | $21.54 | $22.65 | +$4.5M |
I ITOT | ISHARES TR | 9.45% | $17.3M | 118,486 | $130.32 | $145.65 | +$2.8M |
A AVDV | AMERICAN CENTY ETF TR | 8.09% | $14.8M | 166,041 | $67.66 | $89.03 | +$2.2M |
D DFEM | DIMENSIONAL ETF TRUST | 5.86% | $10.7M | 333,617 | $26.65 | $32.07 | +$1.2M |
D DUHP | DIMENSIONAL ETF TRUST | 4.47% | $8.2M | 215,995 | $34.20 | $37.77 | +$1.0M |