AZURE WEALTH MANAGEMENT

Overview

Azure Wealth Management is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm combines financial planning with discretionary portfolio management, and it also accepts engagements for small businesses and institutional clients, including pension consulting. Compensation is primarily asset-based, supplemented by hourly billing for planning or consulting work. Investment activity centers on public mutual funds as the core vehicle for client exposures. Portfolios are managed on a discretionary basis for virtually all assets, which indicates active allocation and rebalancing by the firm rather than a purely advisory or model-only approach. Azure uses third-party relationships—accountant and insurance company affiliations are noted—to support client service and execution needs. The firm is not positioned as an ESG-focused allocator and does not present itself as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices