Azzendo Wealth Advisors

RIASEC RegisteredEst. 2017
Total AUM
$300M
Discretionary
$288M
96% of AUM
Avg account
$467K
Accounts
642
Employees
7
Advisory reps
5

Firm details

Headquarters
Coral Gables, Florida
CRD number
145919
Registered since
April 13, 2017
Website
www.azzendo.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.64%
  • Individuals20.33%
  • Pension & Profit Sharing Plans2.01%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Azzendo Wealth Advisors is an independent, SEC-registered registered investment adviser formed in 2017 and owned by an individual. The firm serves both individual & family clients and institutional clients, delivering financial planning and portfolio management for individuals, small businesses, businesses/institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Azzendo does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 24%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds2%

Contacts

3 of 5
  • Alexandra Valdes

    Alexandra Valdes

    Wealth AdvisorCRD 6107039

  • Catherina Pareto

    Catherina Pareto

    President & FounderCRD 4623442

  • Ana Arguello

    Ana Arguello

    Client Operations ManagerCRD 6643845

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$148M in ETFs

Passive

78%

$115M

Active

14%

$32.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP VALUE ETF (SCHV)SchwabPassiveLarge Value$14.2M408,8039.61%
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Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, 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
Miami Dade
Address
901 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth