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 (first registered in 2017) owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory offerings span comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

    Wealth AdvisorCRD 6107039

  • CATHERINA PARETO

    President & FounderCRD 4623442

  • 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 81

Active vs passive

$128M in ETFs

Passive

76%

$97.1M

Active

14%

$31.2M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP VALUE ETF (SCHV)SchwabPassiveLarge Value$9.5M312,9577.44%
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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