CORAL GABLES, FLCRD 145919Latest ADV January 21, 2026
Azzendo Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated January 21, 2026, reports $300M in regulatory assets under management, 7 employees, and 642 accounts.
Assets Under Management
$300M
Employees
7
Offices
--
Total Clients
245
Primary office
CORAL GABLES, FL
901 PONCE DE LEON BLVD., SUITE 501, CORAL GABLES, FL, United States
Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
161
2
HNWI
31.4%
77
3
Pension Plans
2.0%
5
4
Charitable
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of January 21, 2026
Discretionary95.8%
$288M
96% of total RAUM95.8%
Non-discretionary4.2%
$13M
4% of total RAUM4.2%
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$300M
Total Accounts642
10Y AUM Change+$197M (+191.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change+1 (+16.7%)
* 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.