AZIMUTH WEALTH ADVISORS

Overview

Azimuth Wealth Advisors is a small, independent RIA organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as select institutional clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its business model is fee-based and flexible, combining a percentage-of-AUM fee schedule with hourly and fixed-fee arrangements for planning or project work. Investment activity shows a clear tilt toward equities: exchange-traded equities are the dominant asset type and the firm expresses an equities preference. Asset custody and trading are handled through Charles Schwab & Co., Inc., which supports both ETF-driven indexing and active equity trading—approaches the firm appears to use. Given the small scale of the advisory practice, Azimuth Wealth Advisors focuses on liquid, tradable public securities supplemented by targeted allocations to alternative strategies through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices