$506.7M Total AUM
$506.7M Disc. AUM
45.9% 3Y CAGR
11 Employees
234 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2019
- Office Locations
- 2
Office Locations
100 SE 3RD Avenue Suite 2400 Fort Lauderdale FL
3310 Mary Street Suite 501 Miami FL
About Kaufman Rossin Wealth, LLC
Kaufman Rossin Wealth provides financial planning and evidence-based investment management, plus retirement/executive benefits and risk management/advanced planning for individuals navigating retirement, business transitions, and major life events. Part of the Kaufman Rossin Group, it can coordinate with CPA/advisory, insurance, and fund administration teams; custody includes Schwab and Fidelity.
Team overview
40 AVG AGE
$72.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
11 Employees
7 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Bridge Timber Unison vital Foundation Frontier Catalyst Capital insight
Custodian
Pathway Zenith north
Investment Themes
Eagle insight Vertex alpha Bridge bridge
Investment Vehicles
Delta Momentum signal
Services
Peak unison Focus Horizon signal Catalyst Summit summit Vital prime Insight Element insight Radial
Owner & Executives
I
IVAN GARCES
Secretary, Senior Advisor
- CRD
- --
- Ownership
- Less than 5%
(254) 918-8731
capital.value@embercapital.com
in linkedin.com/in/unison-insight
B
BLAIN LAMAR HECKAMAN
Advisor, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(810) 872-1591
ridge.delta@momentumcapital.com
in linkedin.com/in/crest-vertex
V
Vector ridge
Alpha beacon
- CRD
- #95031
- Ownership
- 23.9%
(970) 962-8177
radial.fusion@harborcapital.com
in linkedin.com/in/legacy-focus
Showing 2 of 4 owners & executives
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A
ASHLEA HEATHER AYER
Wealth Advisor
- CRD
- #6111411
(786) 499-2733
prime.vector@peakcapital.com
in linkedin.com/in/radial-wave
Michael Joseph Cantero
--
- CRD
- #7375984
(644) 761-8140
radial.summit@focuscapital.com
in linkedin.com/in/alpha-eagle
P
Pioneer value
Delta insight capital
- CRD
- #85096
(447) 590-2875
timber.timber@zenithcapital.com
in linkedin.com/in/signal-ember
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $506,702,684 | $974,428 |
| Non-Discretionary | $0 | -- |
| Total | $506,702,684 | $974,428 |
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Separately Managed Accounts
Total SMA Asset: $506,702,684
Public Funds:
23.1% Equity - Exchange:
17.5% Private Funds:
18.2% U.S. Government/Agency:
4.6% Cash:
21.0% Municipal Bonds:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $316,558,141 | 23.1% |
| Equity - Exchange | $239,816,773 | 17.5% |
| Private Funds | $249,409,444 | 18.2% |
| U.S. Government/Agency | $63,037,552 | 4.6% |
| Cash | $287,780,128 | 21.0% |
| Municipal Bonds | $213,779,523 | 15.6% |
| Total | $1,370,381,561 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CATALYST WAVE | BEACON INSIGHT | BNZ6BQ66Y | JFSFD | 1.94% | $82,371,641 |
| HORIZON VERTEX | UNISON ELEMENT | CJO2NPDQK | ESQMS | 6.84% | $15,959,098 |
| MOMENTUM VECTOR UNISON | PRIME ELEMENT | TJZT5QV6Y | TQMP | 2.57% | $51,006,980 |
| OPTIMA PEAK RADIAL | FUSION INSIGHT | EKHUF69ZF | UCPT | 12.18% | $65,222,680 |
| SUMMIT LEGACY | BRIDGE TIMBER | SPP753WHL | JSY | 5.00% | $93,942,929 |
| CAPITAL EMBER | VITAL RADIAL | A0DBY07RC | ZYIJ | 0.66% | $93,086,225 |
| MERIDIAN EAGLE | VECTOR DELTA | 9EGTP1RMP | BAYRF | 9.02% | $67,443,340 |
| FOCUS TIMBER MERIDIAN | PATHWAY ALPHA | IN9DXHP19 | KAMV | 10.07% | $41,495,055 |