Azzendo Wealth Advisors
Azzendo Wealth Advisors is an SEC-registered wealth manager in Coral Gables, FL with $300.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Azzendo Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145919, SEC 801-110395, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $300.1M (2026-06-23)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 7
- Clients
- 245
- CRD
- 145919
- Ownership
- PARETO, CATHERINA, MARLENE
How much AUM does Azzendo Wealth Advisors have?
Azzendo Wealth Advisors reported $300.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Azzendo Wealth Advisors?
Disclosed owners and executives of Azzendo Wealth Advisors include PARETO, CATHERINA, MARLENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.