Azzendo Wealth Advisors

RIASEC RegisteredEst. 2019

Total AUM

$173M

Discretionary

$150M

86% of AUM

Avg account

$553K

Accounts

313

Employees

Advisory reps

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

FINTRX

Overview

Azzendo Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and offers financial planning plus portfolio management for individuals, small businesses, and business/institutional clients. Ownership is held by an individual principal; Azzendo does not describe itself as a capital allocator and is not registered as a multi-state adviser. Fee arrangements include percentage-of-assets, hourly engagement billing, and fixed-fee arrangements. The firm identifies itself as an active ESG investor, indicating environmental, social, or governance considerations are part of its decision framework alongside traditional investment criteria.