Azzendo Wealth Advisors
Firm details
- Headquarters
- Hollywood, Florida
- CRD number
- 139610
- Registered since
- May 30, 2019
- Website
- www.azzendo.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, owner-operated limited liability advisory firm that registered with the SEC in 2019. The firm serves individual and family clients, offering financial planning alongside portfolio management for individuals, small businesses, and institutions. Its fee arrangements include asset-based fees, hourly billing, and fixed-price engagements. The firm identifies as an active ESG investor and reports that it does not act as a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Amaury 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
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