# KAUFMAN ROSSIN WEALTH, LLC

KAUFMAN ROSSIN WEALTH, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 301921
- Type: SEC-registered investment adviser
- SEC file number: 801-122845
- Location: 3310 MARY STREET, SUITE 501, MIAMI, FL, 33133
- Phone: 305-646-6071
- Latest filing: 2026-07-31
- Regulatory AUM: $506.7M
- Discretionary AUM: $506.7M
- Clients: 11
- Accounts: 520

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Thomas John Pelham | PRESIDENT | — |
| Marc David Feigelson | CHIEF EXECUTIVE OFFICER/ELECTED MANAGER; CHIEF OPERATING OFFICER / ELECTED MANAGER; VICE PRESIDENT | — |
| Blain Lamar Heckaman | VICE PRESIDENT | — |
| Ivan Garces | SECRETARY | — |
| Maria Elena Socarras | CHIEF COMPLIANCE OFFICER | — |
| SACHS CHARLES BENNETT | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| PELHAM THOMAS JOHN | PRESIDENT | — |
| MICHELSON GERALD ARNOLD | CHIEF OPERATING OFFICER / ELECTED MANAGER; SECRETARY | — |
| HECKAMAN BLAIN LAMAR | VICE PRESIDENT | — |
| FEIGELSON MARC DAVID | CHIEF OPERATING OFFICER / ELECTED MANAGER; SECRETARY | — |
| GARCES IVAN | SECRETARY | — |
| SOCARRAS MARIA ELENA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301921/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301921/similar
- Related entities: https://search.stillhousedata.com/firm/301921/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301921

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.