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Secretary · Kaufman Rossin Wealth, LLC

Ivan Garces

CRD 7701833 · Named on Form ADV at one SEC-registered adviser

At a glance

Kaufman Rossin Wealth, LLC, an SEC-registered wealth manager based in Miami, FL with $507 million in regulatory assets, lists Ivan Garces on its Form ADV as Secretary.

Firms and roles

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Ivan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ivan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.