Azzendo Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hollywood, FL. Its latest Form ADV filing, dated March 23, 2026, reports $173M in regulatory assets under management, 2 employees, and 313 accounts.
Assets Under Management
$173M
Employees
2
Offices
--
Total Clients
102
Primary office
HOLLYWOOD, FL
3878 SHERIDAN STREET, SUITE A, HOLLYWOOD, FL, United States
Top client segmentIndividuals represent 51.0% of total clients.
Top client categories% of clientsClients
1
Individuals
51.0%
52
2
HNWI
49.0%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 23, 2026
Discretionary86.5%
$150M
86% of total RAUM86.5%
Non-discretionary13.5%
$23M
14% of total RAUM13.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts313
10Y AUM Change+$67M (+62.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.