AZZENDO WEALTH ADVISORS
Firm details
- Headquarters
- HOLLYWOOD, Florida
- CRD number
- 139610
- Registered since
- May 30, 2019
- Website
- www.bluekeyadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.31%
- Individuals10.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Azzendo Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since 2019. The firm is individually owned and serves primarily individual and family clients, offering comprehensive financial planning and portfolio management for individuals, small businesses and other business or institutional clients. Its fee structure combines asset-based fees with hourly and fixed-fee engagements. The firm identifies as an active ESG investor and provides both discretionary and non-discretionary advisory services rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- US Government Bonds12%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1AMAURY SANCHEZ-CIFUENTES
PartnerCRD 3240110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOLLYWOOD, FL
BROWARD
Location
HOLLYWOOD, FL
Headquartered in HOLLYWOOD, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 3878 Sheridan St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EVEREST FINANCIAL ADVISORS, LLC
RIAHOLLYWOOD, FL
AB2 CAPITAL PARTNERS LLC
RIAHOLLYWOOD, FL
THE JAFFEE FINANCIAL GROUP, INC.
RIAHOLLYWOOD, FL
PERSONAL WEALTH PLANNING, LLC
RIAHOLLYWOOD, FL
WINNING POINTS ADVISORS, L.L.C.
RIABOCA RATON, FL
STRONGHOLD WEALTH MANAGEMENT L.L.C.
RIATAMPA, FL