Azzendo Wealth Advisors

Overview

Azzendo Wealth Advisors is an independent, privately owned registered investment adviser that began its SEC registration in 2017. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals, small businesses, businesses or institutions, and pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing flexibility across advisory relationships. The adviser operates as a multi-product manager that leans on public funds while also incorporating third-party alternative managers. It is not described as an active ESG investor. Azzendo reports working across discretionary and non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives