Azalea Wealth Management LLC

Overview

Azalea Wealth Management LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm’s stated investment preference is equities, and its assets are overwhelmingly positioned in exchange-traded equities. Azalea is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant or capital allocator. Given its scale and client base, Azalea appears to run a concentrated, equity-centric model that combines ongoing portfolio management with planning work. Alternatives are part of the toolkit — the firm allocates to hedge funds, real estate and REITs — but those strategies sit alongside a dominant exchange-traded equity sleeve. That mix suggests a core-satellite approach: a broad equity core for market exposure plus select alternative and mutual fund allocations for diversification and income.

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Location & Offices